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 | $269,419 | $209,411+28.7% | $178,490+50.9% | $158,922+69.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.31% | 188.75%-168.4pp | 151.07%-130.8pp | 302.83%-282.5pp |
| Employer contribution / active EE | $3,981 | $5,706-30.2% | $5,011-20.6% | $4,761-16.4% |
| Participant deferral / active EE | $10,400 | $5,954+74.7% | $5,202+99.9% | $5,982+73.9% |
| Admin fee / account holder | $68 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |