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 | $262,743 | $135,952+93.3% | $123,892+112.1% | $273,961-4.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 8.04% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,554 | $5,170-50.6% | $4,617-44.7% | $4,869-47.5% |
| Participant deferral / active EE | $7,480 | $6,343+17.9% | $5,984+25.0% | $5,287+41.5% |
| Admin fee / account holder | $106 | $9,817-98.9% | $8,357-98.7% | $10,132-99.0% |