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 | $351,769 | $176,056+99.8% | $159,436+120.6% | $167,490+110.0% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 13.82% | 331.75%-317.9pp | 263.57%-249.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,480 | $5,297-53.2% | $4,829-48.7% | $4,837-48.7% |
| Participant deferral / active EE | $9,631 | $7,750+24.3% | $7,352+31.0% | $6,341+51.9% |
| Admin fee / account holder | $42 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |