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 | $355,213 | $124,319+185.7% | $111,297+219.2% | $167,490+112.1% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 16.53% | 37.44%-20.9pp | 54.65%-38.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,463 | $3,435-28.3% | $2,731-9.8% | $4,837-49.1% |
| Participant deferral / active EE | $8,686 | $5,180+67.7% | $4,487+93.6% | $6,341+37.0% |
| Admin fee / account holder | $10 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |