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 | $267,870 | $176,056+52.2% | $159,436+68.0% | $167,490+59.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 10.72% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,656 | $5,297-49.9% | $4,829-45.0% | $4,837-45.1% |
| Participant deferral / active EE | $11,867 | $7,750+53.1% | $7,352+61.4% | $6,341+87.1% |
| Admin fee / account holder | $110 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |