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 | $292,385 | $165,335+76.8% | $149,696+95.3% | $158,922+84.0% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 26.59% | 348.15%-321.6pp | 276.60%-250.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $1,817 | $5,103-64.4% | $4,644-60.9% | $4,761-61.8% |
| Participant deferral / active EE | $7,322 | $7,181+2.0% | $6,842+7.0% | $5,982+22.4% |
| Admin fee / account holder | $195 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |