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 | $264,538 | $217,402+21.7% | $185,823+42.4% | $167,490+57.9% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 18.33% | 148.36%-130.0pp | 122.05%-103.7pp | 478.56%-460.2pp |
| Employer contribution / active EE | $3,233 | $5,873-44.9% | $5,167-37.4% | $4,837-33.2% |
| Participant deferral / active EE | $7,200 | $6,356+13.3% | $5,568+29.3% | $6,341+13.5% |
| Admin fee / account holder | $77 | $19,811-99.6% | $16,237-99.5% | $12,309-99.4% |