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 | $337,241 | $185,822+81.5% | $169,993+98.4% | $139,434+141.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 13.90% | 60.50%-46.6pp | 53.37%-39.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,016 | $7,590-73.4% | $6,785-70.3% | $4,751-57.6% |
| Participant deferral / active EE | $7,063 | $11,622-39.2% | $10,408-32.1% | $6,710+5.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |