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 | $254,026 | $197,591+28.6% | $177,821+42.9% | $158,922+59.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 21.22% | 58.76%-37.5pp | 48.32%-27.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $6,764 | $6,697+1.0% | $5,918+14.3% | $4,761+42.1% |
| Participant deferral / active EE | $6,764 | $8,405-19.5% | $7,714-12.3% | $5,982+13.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |