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 | $269,899 | $185,822+45.2% | $169,993+58.8% | $139,434+93.6% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 11.53% | 60.50%-49.0pp | 53.37%-41.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $6,967 | $7,590-8.2% | $6,785+2.7% | $4,751+46.7% |
| Participant deferral / active EE | $8,106 | $11,622-30.3% | $10,408-22.1% | $6,710+20.8% |
| Admin fee / account holder | $110 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |