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 7-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 | $446,978 | $197,591+126.2% | $177,821+151.4% | $158,922+181.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 30.49% | 58.76%-28.3pp | 48.32%-17.8pp | 302.83%-272.3pp |
| Employer contribution / active EE | $13,374 | $6,697+99.7% | $5,918+126.0% | $4,761+180.9% |
| Participant deferral / active EE | $9,473 | $8,405+12.7% | $7,714+22.8% | $5,982+58.3% |
| Admin fee / account holder | $76 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |