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 | $259,508 | $181,894+42.7% | $156,549+65.8% | $273,961-5.3% |
| Participation rate | 77.3% | 88.4%-11.1pp | 84.0%-6.7pp | 83.0%-5.7pp |
| Annual return | 8.67% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,300 | $6,248-47.2% | $5,501-40.0% | $4,869-32.2% |
| Participant deferral / active EE | $6,429 | $5,550+15.8% | $4,871+32.0% | $5,287+21.6% |
| Admin fee / account holder | $135 | $15,559-99.1% | $13,027-99.0% | $10,132-98.7% |