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 | $271,847 | $105,126+158.6% | $94,646+187.2% | $139,434+95.0% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 19.25% | 38.03%-18.8pp | 156.71%-137.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $6,105 | $4,106+48.7% | $3,672+66.2% | $4,751+28.5% |
| Participant deferral / active EE | $12,187 | $7,599+60.4% | $7,418+64.3% | $6,710+81.6% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |