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 | $259,426 | $176,056+47.4% | $159,436+62.7% | $167,490+54.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.84% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $3,318 | $5,297-37.4% | $4,829-31.3% | $4,837-31.4% |
| Participant deferral / active EE | $6,781 | $7,750-12.5% | $7,352-7.8% | $6,341+6.9% |
| Admin fee / account holder | $134 | $12,554-98.9% | $10,799-98.8% | $12,309-98.9% |