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 | $252,162 | $183,519+37.4% | $155,509+62.2% | $145,922+72.8% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 9.62% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,370 | $5,313-74.2% | $4,672-70.7% | $4,660-70.6% |
| Participant deferral / active EE | $8,731 | $6,462+35.1% | $5,626+55.2% | $6,688+30.6% |
| Admin fee / account holder | $90 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |