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 | $272,041 | $183,963+47.9% | $162,163+67.8% | $152,861+78.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 22.17% | 150.76%-128.6pp | 115.59%-93.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,655 | $6,371-58.3% | $5,614-52.7% | $4,762-44.2% |
| Participant deferral / active EE | $8,706 | $8,034+8.4% | $7,298+19.3% | $5,850+48.8% |
| Admin fee / account holder | $198 | $13,121-98.5% | $10,843-98.2% | $11,596-98.3% |