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 | $260,779 | $183,963+41.8% | $162,163+60.8% | $152,861+70.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 26.37% | 150.76%-124.4pp | 115.59%-89.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,344 | $6,371-63.2% | $5,614-58.2% | $4,762-50.8% |
| Participant deferral / active EE | $4,133 | $8,034-48.6% | $7,298-43.4% | $5,850-29.4% |
| Admin fee / account holder | $208 | $13,121-98.4% | $10,843-98.1% | $11,596-98.2% |