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 | $258,732 | $86,929+197.6% | $102,423+152.6% | $80,856+220.0% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.6%+9.0pp |
| Annual return | 12.17% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,063 | $2,369+29.3% | $3,023+1.3% | $2,755+11.2% |
| Participant deferral / active EE | $4,926 | $4,118+19.6% | $5,053-2.5% | $4,296+14.7% |
| Admin fee / account holder | $24 | $8,049-99.7% | $9,451-99.7% | $6,918-99.7% |