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 | $320,878 | $165,335+94.1% | $149,696+114.4% | $158,922+101.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 25.22% | 348.15%-322.9pp | 276.60%-251.4pp | 302.83%-277.6pp |
| Employer contribution / active EE | $5,558 | $5,103+8.9% | $4,644+19.7% | $4,761+16.7% |
| Participant deferral / active EE | $10,716 | $7,181+49.2% | $6,842+56.6% | $5,982+79.1% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |