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 | $317,408 | $133,922+137.0% | $116,228+173.1% | $142,382+122.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 12.10% | 147.76%-135.7pp | 90.06%-78.0pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,731 | $3,446+37.3% | $2,994+58.0% | $4,299+10.0% |
| Participant deferral / active EE | $9,776 | $5,672+72.4% | $4,953+97.4% | $6,507+50.2% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |