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 | $274,457 | $159,901+71.6% | $146,958+86.8% | $145,922+88.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.81% | 98.13%-76.3pp | 418.34%-396.5pp | 561.29%-539.5pp |
| Employer contribution / active EE | $2,574 | $5,286-51.3% | $4,933-47.8% | $4,660-44.8% |
| Participant deferral / active EE | $6,171 | $8,428-26.8% | $8,070-23.5% | $6,688-7.7% |
| Admin fee / account holder | $87 | $15,044-99.4% | $12,998-99.3% | $13,397-99.4% |