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 | $257,746 | $214,378+20.2% | $200,582+28.5% | $142,382+81.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.44% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,625 | $6,841-47.0% | $6,419-43.5% | $4,299-15.7% |
| Participant deferral / active EE | $9,173 | $9,865-7.0% | $9,331-1.7% | $6,507+41.0% |
| Admin fee / account holder | $129 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |