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 8-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 | $252,943 | $140,940+79.5% | $112,229+125.4% | $139,434+81.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 34.53% | 32.71%+1.8pp | 30.20%+4.3pp | 372.94%-338.4pp |
| Employer contribution / active EE | $4,956 | $4,283+15.7% | $3,430+44.5% | $4,751+4.3% |
| Participant deferral / active EE | $15,400 | $5,874+162.2% | $4,798+221.0% | $6,710+129.5% |
| Admin fee / account holder | $30 | $9,954-99.7% | $7,748-99.6% | $11,403-99.7% |