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 | $434,004 | $114,381+279.4% | $107,525+303.6% | $142,382+204.8% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 18.31% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,925 | $4,015-27.1% | $3,754-22.1% | $4,299-32.0% |
| Participant deferral / active EE | $6,136 | $5,564+10.3% | $5,116+20.0% | $6,507-5.7% |
| Admin fee / account holder | $14 | $9,860-99.9% | $8,919-99.8% | $12,624-99.9% |