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 | $254,096 | $148,534+71.1% | $135,903+87.0% | $139,434+82.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 13.99% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $6,064 | $5,243+15.7% | $4,856+24.9% | $4,751+27.6% |
| Participant deferral / active EE | $15,232 | $8,100+88.1% | $7,758+96.3% | $6,710+127.0% |
| Admin fee / account holder | $172 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |