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 | $278,603 | $162,781+71.2% | $133,956+108.0% | $158,922+75.3% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 18.93% | 41.94%-23.0pp | 45.09%-26.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $8,723 | $4,975+75.3% | $3,919+122.6% | $4,761+83.2% |
| Participant deferral / active EE | $13,739 | $5,911+132.4% | $5,048+172.2% | $5,982+129.7% |
| Admin fee / account holder | $29 | $11,736-99.8% | $8,927-99.7% | $11,246-99.7% |