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 | $285,800 | $177,572+60.9% | $154,803+84.6% | $142,382+100.7% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 17.90% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,675 | $4,810-2.8% | $4,305+8.6% | $4,299+8.7% |
| Participant deferral / active EE | $6,429 | $6,272+2.5% | $5,540+16.0% | $6,507-1.2% |
| Admin fee / account holder | $161 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |