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 | $502,172 | $175,202+186.6% | $149,673+235.5% | $139,434+260.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 29.75% | 166.71%-137.0pp | 134.42%-104.7pp | 372.94%-343.2pp |
| Employer contribution / active EE | $3,065 | $5,474-44.0% | $4,818-36.4% | $4,751-35.5% |
| Participant deferral / active EE | $8,143 | $6,519+24.9% | $5,680+43.4% | $6,710+21.3% |
| Admin fee / account holder | $103 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |