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 | $505,878 | $175,202+188.7% | $149,673+238.0% | $139,434+262.8% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 23.63% | 166.71%-143.1pp | 134.42%-110.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,181 | $5,474-60.2% | $4,818-54.7% | $4,751-54.1% |
| Participant deferral / active EE | $6,699 | $6,519+2.8% | $5,680+17.9% | $6,710-0.2% |
| Admin fee / account holder | $228 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |