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 | $414,111 | $201,272+105.7% | $184,203+124.8% | $145,922+183.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 17.66% | 29.00%-11.3pp | 28.81%-11.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,709 | $7,022-75.7% | $6,427-73.4% | $4,660-63.3% |
| Participant deferral / active EE | $12,742 | $9,806+29.9% | $9,131+39.5% | $6,688+90.5% |
| Admin fee / account holder | $286 | $16,364-98.3% | $13,901-97.9% | $13,397-97.9% |