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 | $289,766 | $183,519+57.9% | $155,509+86.3% | $145,922+98.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.34% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,397 | $5,313-73.7% | $4,672-70.1% | $4,660-70.0% |
| Participant deferral / active EE | $9,861 | $6,462+52.6% | $5,626+75.3% | $6,688+47.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |