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 | $322,700 | $115,770+178.7% | $101,248+218.7% | $158,922+103.1% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 14.20% | 56.14%-41.9pp | 46.47%-32.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,370 | $4,175-43.2% | $3,660-35.2% | $4,761-50.2% |
| Participant deferral / active EE | $5,801 | $4,957+17.0% | $4,370+32.7% | $5,982-3.0% |
| Admin fee / account holder | $268 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |