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 | $254,659 | $192,717+32.1% | $142,449+78.8% | $139,434+82.6% |
| Participation rate | 80.0% | 81.5%-1.5pp | 76.8%+3.2pp | 80.3%-0.3pp |
| Annual return | 20.85% | 17.99%+2.9pp | 19.99%+0.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,168 | $5,806-62.7% | $4,847-55.3% | $4,751-54.4% |
| Participant deferral / active EE | $11,425 | $7,208+58.5% | $6,283+81.8% | $6,710+70.3% |
| Admin fee / account holder | $30 | $15,124-99.8% | $10,011-99.7% | $11,403-99.7% |