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 | $270,122 | $165,335+63.4% | $149,696+80.4% | $158,922+70.0% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 14.70% | 348.15%-333.4pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,438 | $5,103-52.2% | $4,644-47.5% | $4,761-48.8% |
| Participant deferral / active EE | $7,975 | $7,181+11.1% | $6,842+16.6% | $5,982+33.3% |
| Admin fee / account holder | $227 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |