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 | $346,492 | $201,272+72.2% | $184,203+88.1% | $145,922+137.5% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 18.81% | 29.00%-10.2pp | 28.81%-10.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $4,166 | $7,022-40.7% | $6,427-35.2% | $4,660-10.6% |
| Participant deferral / active EE | $10,059 | $9,806+2.6% | $9,131+10.2% | $6,688+50.4% |
| Admin fee / account holder | $24 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |