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 | $413,534 | $135,952+204.2% | $123,892+233.8% | $273,961+50.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 5.88% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,442 | $5,170-52.8% | $4,617-47.1% | $4,869-49.8% |
| Participant deferral / active EE | $16,943 | $6,343+167.1% | $5,984+183.1% | $5,287+220.4% |
| Admin fee / account holder | $4 | $9,817-100.0% | $8,357-99.9% | $10,132-100.0% |