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 | $288,655 | $115,882+149.1% | $100,516+187.2% | $158,922+81.6% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.5pp | 82.0%+10.9pp |
| Annual return | 8.07% | 34.79%-26.7pp | 30.89%-22.8pp | 302.83%-294.8pp |
| Employer contribution / active EE | $3,641 | $4,103-11.3% | $3,418+6.5% | $4,761-23.5% |
| Participant deferral / active EE | $7,915 | $6,674+18.6% | $6,270+26.2% | $5,982+32.3% |
| Admin fee / account holder | $125 | $10,995-98.9% | $8,081-98.5% | $11,246-98.9% |