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 | $255,882 | $159,602+60.3% | $150,045+70.5% | $142,382+79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.62% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,751 | $4,961-4.2% | $4,693+1.2% | $4,299+10.5% |
| Participant deferral / active EE | $9,722 | $8,310+17.0% | $7,997+21.6% | $6,507+49.4% |
| Admin fee / account holder | $136 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |