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 | $282,430 | $162,781+73.5% | $133,956+110.8% | $158,922+77.7% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 12.28% | 41.94%-29.7pp | 45.09%-32.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,561 | $4,975-8.3% | $3,919+16.4% | $4,761-4.2% |
| Participant deferral / active EE | $9,168 | $5,911+55.1% | $5,048+81.6% | $5,982+53.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |