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 | $331,568 | $159,602+107.7% | $150,045+121.0% | $142,382+132.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 16.97% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $6,791 | $4,961+36.9% | $4,693+44.7% | $4,299+58.0% |
| Participant deferral / active EE | $16,930 | $8,310+103.7% | $7,997+111.7% | $6,507+160.2% |
| Admin fee / account holder | $112 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |