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 | $264,061 | $197,591+33.6% | $177,821+48.5% | $158,922+66.2% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 13.23% | 58.76%-45.5pp | 48.32%-35.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,309 | $6,697-35.7% | $5,918-27.2% | $4,761-9.5% |
| Participant deferral / active EE | $6,186 | $8,405-26.4% | $7,714-19.8% | $5,982+3.4% |
| Admin fee / account holder | $210 | $15,399-98.6% | $12,427-98.3% | $11,246-98.1% |