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 | $504,012 | $201,272+150.4% | $184,203+173.6% | $145,922+245.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 10.13% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,969 | $7,022-72.0% | $6,427-69.4% | $4,660-57.8% |
| Participant deferral / active EE | $5,936 | $9,806-39.5% | $9,131-35.0% | $6,688-11.2% |
| Admin fee / account holder | $10 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |