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 | $400,131 | $209,411+91.1% | $178,490+124.2% | $158,922+151.8% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 26.17% | 188.75%-162.6pp | 151.07%-124.9pp | 302.83%-276.7pp |
| Employer contribution / active EE | $2,648 | $5,706-53.6% | $5,011-47.1% | $4,761-44.4% |
| Participant deferral / active EE | $8,617 | $5,954+44.7% | $5,202+65.7% | $5,982+44.0% |
| Admin fee / account holder | $79 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |