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 | $251,757 | $179,726+40.1% | $156,263+61.1% | $142,382+76.8% |
| Participation rate | 72.2% | 82.1%-9.9pp | 78.9%-6.7pp | 80.1%-7.9pp |
| Annual return | 17.05% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,138 | $5,069-57.8% | $4,333-50.7% | $4,299-50.3% |
| Participant deferral / active EE | $3,494 | $6,956-49.8% | $6,158-43.3% | $6,507-46.3% |
| Admin fee / account holder | $35 | $17,272-99.8% | $14,255-99.8% | $12,624-99.7% |