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 | $267,015 | $217,402+22.8% | $185,823+43.7% | $167,490+59.4% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 19.91% | 148.36%-128.4pp | 122.05%-102.1pp | 478.56%-458.6pp |
| Employer contribution / active EE | $2,461 | $5,873-58.1% | $5,167-52.4% | $4,837-49.1% |
| Participant deferral / active EE | $5,383 | $6,356-15.3% | $5,568-3.3% | $6,341-15.1% |
| Admin fee / account holder | $270 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |