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 | $284,162 | $115,770+145.5% | $101,248+180.7% | $158,922+78.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 8.00% | 56.14%-48.1pp | 46.47%-38.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,236 | $4,175-46.4% | $3,660-38.9% | $4,761-53.0% |
| Participant deferral / active EE | $9,466 | $4,957+90.9% | $4,370+116.6% | $5,982+58.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |