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 | $287,429 | $185,822+54.7% | $169,993+69.1% | $139,434+106.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 24.90% | 60.50%-35.6pp | 53.37%-28.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $3,470 | $7,590-54.3% | $6,785-48.9% | $4,751-27.0% |
| Participant deferral / active EE | $6,845 | $11,622-41.1% | $10,408-34.2% | $6,710+2.0% |
| Admin fee / account holder | $40 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |