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 | $296,188 | $209,411+41.4% | $178,490+65.9% | $158,922+86.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.40% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $5,808 | $5,706+1.8% | $5,011+15.9% | $4,761+22.0% |
| Participant deferral / active EE | $5,778 | $5,954-3.0% | $5,202+11.1% | $5,982-3.4% |
| Admin fee / account holder | $6 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |