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 | $259,550 | $127,065+104.3% | $113,168+129.4% | $142,382+82.3% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 12.20% | 24.03%-11.8pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,956 | $3,442+14.9% | $2,975+33.0% | $4,299-8.0% |
| Participant deferral / active EE | $11,730 | $5,716+105.2% | $5,107+129.7% | $6,507+80.3% |
| Admin fee / account holder | $33 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |