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 | $276,062 | $165,335+67.0% | $149,696+84.4% | $158,922+73.7% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 13.44% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $5,112 | $5,103+0.2% | $4,644+10.1% | $4,761+7.4% |
| Participant deferral / active EE | $8,572 | $7,181+19.4% | $6,842+25.3% | $5,982+43.3% |
| Admin fee / account holder | $236 | $10,807-97.8% | $9,309-97.5% | $11,246-97.9% |