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 | $300,918 | $100,970+198.0% | $96,576+211.6% | $137,256+119.2% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 18.41% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $7,408 | $3,809+94.5% | $3,553+108.5% | $4,156+78.3% |
| Participant deferral / active EE | $9,906 | $8,286+19.5% | $7,956+24.5% | $6,407+54.6% |
| Admin fee / account holder | $17 | $11,312-99.8% | $11,381-99.8% | $12,270-99.9% |