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 | $331,489 | $201,272+64.7% | $184,203+80.0% | $145,922+127.2% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 14.47% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,189 | $7,022-54.6% | $6,427-50.4% | $4,660-31.6% |
| Participant deferral / active EE | $10,469 | $9,806+6.8% | $9,131+14.7% | $6,688+56.5% |
| Admin fee / account holder | $12 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |