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 | $374,860 | $209,336+79.1% | $197,124+90.2% | $137,256+173.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.10% | 48.09%-32.0pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,515 | $6,591-61.8% | $6,227-59.6% | $4,156-39.5% |
| Participant deferral / active EE | $13,483 | $9,614+40.2% | $9,135+47.6% | $6,407+110.4% |
| Admin fee / account holder | $293 | $17,308-98.3% | $16,298-98.2% | $12,270-97.6% |