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 | $452,485 | $197,591+129.0% | $177,821+154.5% | $158,922+184.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.07% | 58.76%-42.7pp | 48.32%-32.2pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,378 | $6,697-64.5% | $5,918-59.8% | $4,761-50.1% |
| Participant deferral / active EE | $11,919 | $8,405+41.8% | $7,714+54.5% | $5,982+99.2% |
| Admin fee / account holder | $118 | $15,399-99.2% | $12,427-99.1% | $11,246-99.0% |