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 | $368,587 | $183,519+100.8% | $155,509+137.0% | $145,922+152.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 24.47% | 61.17%-36.7pp | 64.67%-40.2pp | 561.29%-536.8pp |
| Employer contribution / active EE | $1,525 | $5,313-71.3% | $4,672-67.4% | $4,660-67.3% |
| Participant deferral / active EE | $6,634 | $6,462+2.7% | $5,626+17.9% | $6,688-0.8% |
| Admin fee / account holder | $114 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |