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 | $346,573 | $185,822+86.5% | $169,993+103.9% | $139,434+148.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.40% | 60.50%-41.1pp | 53.37%-34.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $4,653 | $7,590-38.7% | $6,785-31.4% | $4,751-2.1% |
| Participant deferral / active EE | $10,960 | $11,622-5.7% | $10,408+5.3% | $6,710+63.3% |
| Admin fee / account holder | $30 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |