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 | $402,454 | $159,602+152.2% | $150,045+168.2% | $142,382+182.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 19.60% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $6,947 | $4,961+40.0% | $4,693+48.0% | $4,299+61.6% |
| Participant deferral / active EE | $8,477 | $8,310+2.0% | $7,997+6.0% | $6,507+30.3% |
| Admin fee / account holder | $174 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |