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 | $323,533 | $201,272+60.7% | $184,203+75.6% | $145,922+121.7% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 21.67% | 29.00%-7.3pp | 28.81%-7.1pp | 561.29%-539.6pp |
| Employer contribution / active EE | $8,282 | $7,022+18.0% | $6,427+28.9% | $4,660+77.7% |
| Participant deferral / active EE | $9,971 | $9,806+1.7% | $9,131+9.2% | $6,688+49.1% |
| Admin fee / account holder | $196 | $16,364-98.8% | $13,901-98.6% | $13,397-98.5% |