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 | $258,048 | $148,534+73.7% | $135,903+89.9% | $139,434+85.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 13.51% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,087 | $5,243-60.2% | $4,856-57.0% | $4,751-56.1% |
| Participant deferral / active EE | $6,200 | $8,100-23.5% | $7,758-20.1% | $6,710-7.6% |
| Admin fee / account holder | $62 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |