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 | $251,254 | $162,781+54.4% | $133,956+87.6% | $158,922+58.1% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 14.86% | 41.94%-27.1pp | 45.09%-30.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,303 | $4,975-53.7% | $3,919-41.2% | $4,761-51.6% |
| Participant deferral / active EE | $9,595 | $5,911+62.3% | $5,048+90.1% | $5,982+60.4% |
| Admin fee / account holder | $101 | $11,736-99.1% | $8,927-98.9% | $11,246-99.1% |