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 | $251,177 | $157,256+59.7% | $141,162+77.9% | $152,861+64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.99% | 64.32%-31.3pp | 71.39%-38.4pp | 345.32%-312.3pp |
| Employer contribution / active EE | $1,781 | $5,261-66.1% | $4,735-62.4% | $4,762-62.6% |
| Participant deferral / active EE | $6,713 | $7,109-5.6% | $6,709+0.1% | $5,850+14.7% |
| Admin fee / account holder | $5 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |