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 | $324,399 | $148,534+118.4% | $135,903+138.7% | $139,434+132.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.47% | 79.19%-56.7pp | 68.23%-45.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $3,176 | $5,243-39.4% | $4,856-34.6% | $4,751-33.2% |
| Participant deferral / active EE | $10,659 | $8,100+31.6% | $7,758+37.4% | $6,710+58.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |