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 | $278,983 | $157,256+77.4% | $141,162+97.6% | $152,861+82.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 23.40% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $6,097 | $5,261+15.9% | $4,735+28.8% | $4,762+28.0% |
| Participant deferral / active EE | $12,006 | $7,109+68.9% | $6,709+79.0% | $5,850+105.2% |
| Admin fee / account holder | $5 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |