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 | $286,090 | $185,822+54.0% | $169,993+68.3% | $139,434+105.2% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 22.12% | 60.50%-38.4pp | 53.37%-31.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $4,100 | $7,590-46.0% | $6,785-39.6% | $4,751-13.7% |
| Participant deferral / active EE | $11,475 | $11,622-1.3% | $10,408+10.3% | $6,710+71.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |