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 | $284,566 | $197,591+44.0% | $177,821+60.0% | $158,922+79.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.49% | 58.76%-29.3pp | 48.32%-18.8pp | 302.83%-273.3pp |
| Employer contribution / active EE | $2,023 | $6,697-69.8% | $5,918-65.8% | $4,761-57.5% |
| Participant deferral / active EE | $4,216 | $8,405-49.8% | $7,714-45.4% | $5,982-29.5% |
| Admin fee / account holder | $223 | $15,399-98.6% | $12,427-98.2% | $11,246-98.0% |