See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,160 | $209,336+30.5% | $197,124+38.6% | $137,256+99.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.20% | 48.09%-33.9pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,555 | $6,591-30.9% | $6,227-26.9% | $4,156+9.6% |
| Participant deferral / active EE | $5,432 | $9,614-43.5% | $9,135-40.5% | $6,407-15.2% |
| Admin fee / account holder | $269 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |