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 | $274,301 | $209,336+31.0% | $197,124+39.2% | $137,256+99.8% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 15.93% | 48.09%-32.2pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $7,622 | $6,591+15.6% | $6,227+22.4% | $4,156+83.4% |
| Participant deferral / active EE | $3,870 | $9,614-59.7% | $9,135-57.6% | $6,407-39.6% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |