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 | $382,973 | $162,781+135.3% | $133,956+185.9% | $158,922+141.0% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 23.36% | 41.94%-18.6pp | 45.09%-21.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,881 | $4,975-42.1% | $3,919-26.5% | $4,761-39.5% |
| Participant deferral / active EE | $11,567 | $5,911+95.7% | $5,048+129.2% | $5,982+93.4% |
| Admin fee / account holder | $13 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |