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 | $280,552 | $197,591+42.0% | $177,821+57.8% | $158,922+76.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 19.02% | 58.76%-39.7pp | 48.32%-29.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $27,766 | $6,697+314.6% | $5,918+369.1% | $4,761+483.2% |
| Participant deferral / active EE | $14,919 | $8,405+77.5% | $7,714+93.4% | $5,982+149.4% |
| Admin fee / account holder | $2 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |