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 | $300,742 | $165,335+81.9% | $149,696+100.9% | $158,922+89.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.31% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $15,004 | $5,103+194.0% | $4,644+223.1% | $4,761+215.1% |
| Participant deferral / active EE | $18,373 | $7,181+155.8% | $6,842+168.5% | $5,982+207.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |