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 | $317,879 | $210,408+51.1% | $153,485+107.1% | $145,922+117.8% |
| Participation rate | 92.3% | 82.1%+10.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 12.45% | 13.37%-0.9pp | 15.65%-3.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,707 | $6,048-55.2% | $5,039-46.3% | $4,660-41.9% |
| Participant deferral / active EE | $5,977 | $7,975-25.1% | $6,757-11.5% | $6,688-10.6% |
| Admin fee / account holder | $100 | $19,419-99.5% | $12,724-99.2% | $13,397-99.3% |