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 | $260,503 | $214,378+21.5% | $200,582+29.9% | $142,382+83.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.27% | 46.41%-33.1pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,511 | $6,841-77.9% | $6,419-76.5% | $4,299-64.9% |
| Participant deferral / active EE | $11,214 | $9,865+13.7% | $9,331+20.2% | $6,507+72.3% |
| Admin fee / account holder | $287 | $17,692-98.4% | $16,305-98.2% | $12,624-97.7% |