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 | $265,810 | $118,680+124.0% | $98,907+168.7% | $158,922+67.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 11.80% | 372.35%-360.6pp | 196.43%-184.6pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,502 | $3,333-24.9% | $2,689-7.0% | $4,761-47.5% |
| Participant deferral / active EE | $6,940 | $5,088+36.4% | $4,244+63.5% | $5,982+16.0% |
| Admin fee / account holder | $251 | $10,131-97.5% | $6,642-96.2% | $11,246-97.8% |