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 | $274,664 | $226,064+21.5% | $182,532+50.5% | $152,861+79.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 18.28% | 192.51%-174.2pp | 148.54%-130.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,059 | $4,978-78.7% | $4,076-74.0% | $4,762-77.8% |
| Participant deferral / active EE | $13,050 | $6,368+104.9% | $5,524+136.2% | $5,850+123.1% |
| Admin fee / account holder | $220 | $10,703-97.9% | $8,592-97.4% | $11,596-98.1% |