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 | $291,992 | $154,228+89.3% | $145,433+100.8% | $137,256+112.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.48% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,587 | $4,804+16.3% | $4,554+22.7% | $4,156+34.4% |
| Participant deferral / active EE | $16,414 | $8,216+99.8% | $7,897+107.8% | $6,407+156.2% |
| Admin fee / account holder | $146 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |