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 | $446,758 | $183,519+143.4% | $155,509+187.3% | $145,922+206.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 23.91% | 61.17%-37.3pp | 64.67%-40.8pp | 561.29%-537.4pp |
| Employer contribution / active EE | $2,592 | $5,313-51.2% | $4,672-44.5% | $4,660-44.4% |
| Participant deferral / active EE | $6,203 | $6,462-4.0% | $5,626+10.3% | $6,688-7.2% |
| Admin fee / account holder | $9 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |