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 | $315,880 | $116,175+171.9% | $93,606+237.5% | $152,861+106.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 10.97% | 35.96%-25.0pp | 32.76%-21.8pp | 345.32%-334.4pp |
| Employer contribution / active EE | $2,860 | $3,218-11.1% | $2,718+5.2% | $4,762-39.9% |
| Participant deferral / active EE | $10,793 | $4,603+134.5% | $4,069+165.3% | $5,850+84.5% |
| Admin fee / account holder | $244 | $10,748-97.7% | $7,888-96.9% | $11,596-97.9% |