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 | $354,130 | $117,841+200.5% | $102,423+245.8% | $145,922+142.7% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 11.17% | 31.65%-20.5pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,388 | $3,615-33.9% | $3,023-21.0% | $4,660-48.8% |
| Participant deferral / active EE | $4,576 | $5,731-20.2% | $5,053-9.4% | $6,688-31.6% |
| Admin fee / account holder | $165 | $13,326-98.8% | $9,451-98.3% | $13,397-98.8% |