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 | $251,047 | $177,572+41.4% | $154,803+62.2% | $142,382+76.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 13.14% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,733 | $4,810-43.2% | $4,305-36.5% | $4,299-36.4% |
| Participant deferral / active EE | $8,299 | $6,272+32.3% | $5,540+49.8% | $6,507+27.5% |
| Admin fee / account holder | $85 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |