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 | $470,695 | $176,812+166.2% | $146,665+220.9% | $167,490+181.0% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 18.31% | 24.03%-5.7pp | 22.74%-4.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,866 | $6,440+53.2% | $5,506+79.2% | $6,341+55.6% |
| Admin fee / account holder | $3 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |