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 | $464,848 | $198,466+134.2% | $170,442+172.7% | $147,584+215.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 21.09% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $9,705 | $6,184+56.9% | $5,433+78.6% | $4,876+99.0% |
| Participant deferral / active EE | $7,668 | $5,629+36.2% | $4,939+55.2% | $5,439+41.0% |
| Admin fee / account holder | $215 | $16,852-98.7% | $13,880-98.5% | $10,885-98.0% |