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 | $269,386 | $755,339-64.3% | $379,746-29.1% | $158,922+69.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 11.92% | 53.41%-41.5pp | 34.90%-23.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $7,643 | $4,685+63.1% | $3,540+115.9% | $4,761+60.5% |
| Participant deferral / active EE | $11,437 | $7,938+44.1% | $6,024+89.8% | $5,982+91.2% |
| Admin fee / account holder | $221 | $14,482-98.5% | $7,927-97.2% | $11,246-98.0% |