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 | $306,885 | $111,754+174.6% | $103,333+197.0% | $145,922+110.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.97% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $10,585 | $4,212+151.3% | $3,868+173.7% | $4,660+127.2% |
| Participant deferral / active EE | $14,196 | $5,619+152.7% | $5,057+180.7% | $6,688+112.3% |
| Admin fee / account holder | $121 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |