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 | $297,562 | $178,174+67.0% | $156,181+90.5% | $137,256+116.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 14.53% | 84.19%-69.7pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,293 | $4,972+6.5% | $4,294+23.3% | $4,156+27.4% |
| Participant deferral / active EE | $6,950 | $6,888+0.9% | $6,132+13.3% | $6,407+8.5% |
| Admin fee / account holder | $107 | $17,404-99.4% | $14,586-99.3% | $12,270-99.1% |