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 | $350,590 | $179,726+95.1% | $156,263+124.4% | $142,382+146.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 16.40% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,814 | $5,069+54.1% | $4,333+80.3% | $4,299+81.8% |
| Participant deferral / active EE | $7,062 | $6,956+1.5% | $6,158+14.7% | $6,507+8.5% |
| Admin fee / account holder | $91 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |