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 | $531,301 | $159,602+232.9% | $150,045+254.1% | $142,382+273.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 12.55% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,722 | $4,961-65.3% | $4,693-63.3% | $4,299-59.9% |
| Participant deferral / active EE | $6,918 | $8,310-16.7% | $7,997-13.5% | $6,507+6.3% |
| Admin fee / account holder | $3 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |