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 | $271,810 | $172,111+57.9% | $150,298+80.8% | $137,256+98.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.33% | 69.37%-54.0pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,364 | $4,636-49.0% | $4,154-43.1% | $4,156-43.1% |
| Participant deferral / active EE | $12,327 | $6,166+99.9% | $5,453+126.1% | $6,407+92.4% |
| Admin fee / account holder | $30 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |