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 | $254,433 | $165,335+53.9% | $149,696+70.0% | $158,922+60.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.99% | 348.15%-329.2pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,227 | $5,103-36.8% | $4,644-30.5% | $4,761-32.2% |
| Participant deferral / active EE | $8,975 | $7,181+25.0% | $6,842+31.2% | $5,982+50.0% |
| Admin fee / account holder | $113 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |