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 | $309,138 | $108,919+183.8% | $100,391+207.9% | $145,922+111.9% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 16.80% | 57.88%-41.1pp | 49.20%-32.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $6,792 | $4,419+53.7% | $3,942+72.3% | $4,660+45.8% |
| Participant deferral / active EE | $10,000 | $8,445+18.4% | $8,082+23.7% | $6,688+49.5% |
| Admin fee / account holder | $258 | $9,689-97.3% | $7,899-96.7% | $13,397-98.1% |