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 | $253,511 | $74,888+238.5% | $71,209+256.0% | $142,382+78.0% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 16.19% | 345.14%-329.0pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,918 | $2,854-32.8% | $2,721-29.5% | $4,299-55.4% |
| Participant deferral / active EE | $4,716 | $4,454+5.9% | $4,175+13.0% | $6,507-27.5% |
| Admin fee / account holder | $17 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |