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 | $262,818 | $197,591+33.0% | $177,821+47.8% | $158,922+65.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 16.65% | 58.76%-42.1pp | 48.32%-31.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $5,095 | $6,697-23.9% | $5,918-13.9% | $4,761+7.0% |
| Participant deferral / active EE | $7,493 | $8,405-10.9% | $7,714-2.9% | $5,982+25.2% |
| Admin fee / account holder | $100 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |