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 | $329,451 | $159,602+106.4% | $150,045+119.6% | $142,382+131.4% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 15.87% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,856 | $4,961-42.4% | $4,693-39.2% | $4,299-33.6% |
| Participant deferral / active EE | $7,156 | $8,310-13.9% | $7,997-10.5% | $6,507+10.0% |
| Admin fee / account holder | $269 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |