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 | $458,083 | $209,411+118.7% | $178,490+156.6% | $158,922+188.2% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.34% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,388 | $5,706-40.6% | $5,011-32.4% | $4,761-28.8% |
| Participant deferral / active EE | $8,163 | $5,954+37.1% | $5,202+56.9% | $5,982+36.5% |
| Admin fee / account holder | $186 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |