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 | $313,070 | $210,408+48.8% | $153,485+104.0% | $145,922+114.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.45% | 13.37%+3.1pp | 15.65%+0.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,314 | $6,048-61.7% | $5,039-54.1% | $4,660-50.3% |
| Participant deferral / active EE | $10,892 | $7,975+36.6% | $6,757+61.2% | $6,688+62.9% |
| Admin fee / account holder | $30 | $19,419-99.8% | $12,724-99.8% | $13,397-99.8% |