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 | $336,251 | $117,381+186.5% | $99,443+238.1% | $152,861+120.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 24.85% | 31.87%-7.0pp | 30.72%-5.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $16,593 | $3,013+450.8% | $2,540+553.4% | $4,762+248.4% |
| Participant deferral / active EE | $13,607 | $4,086+233.0% | $3,619+276.0% | $5,850+132.6% |
| Admin fee / account holder | $181 | $7,631-97.6% | $6,250-97.1% | $11,596-98.4% |