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 | $286,862 | $214,378+33.8% | $200,582+43.0% | $142,382+101.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 27.00% | 46.41%-19.4pp | 42.33%-15.3pp | 217.08%-190.1pp |
| Employer contribution / active EE | $5,348 | $6,841-21.8% | $6,419-16.7% | $4,299+24.4% |
| Participant deferral / active EE | $10,391 | $9,865+5.3% | $9,331+11.4% | $6,507+59.7% |
| Admin fee / account holder | $1 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |