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 | $252,897 | $148,534+70.3% | $135,903+86.1% | $139,434+81.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.27% | 79.19%-62.9pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,513 | $5,243-13.9% | $4,856-7.1% | $4,751-5.0% |
| Participant deferral / active EE | $12,953 | $8,100+59.9% | $7,758+67.0% | $6,710+93.0% |
| Admin fee / account holder | $4 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |