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 | $271,993 | $165,335+64.5% | $149,696+81.7% | $158,922+71.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 16.33% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,858 | $5,103-44.0% | $4,644-38.5% | $4,761-40.0% |
| Participant deferral / active EE | $8,050 | $7,181+12.1% | $6,842+17.7% | $5,982+34.6% |
| Admin fee / account holder | $270 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |