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 | $278,395 | $180,449+54.3% | $154,107+80.6% | $135,375+105.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 12.12% | 888.09%-876.0pp | 735.12%-723.0pp | 519.73%-507.6pp |
| Employer contribution / active EE | $2,206 | $6,035-63.4% | $5,298-58.4% | $4,779-53.8% |
| Participant deferral / active EE | $7,875 | $5,806+35.6% | $5,081+55.0% | $5,609+40.4% |
| Admin fee / account holder | $11 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |