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 | $463,720 | $111,535+315.8% | $105,223+340.7% | $137,256+237.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 16.80% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,137 | $3,939-45.8% | $3,689-42.1% | $4,156-48.6% |
| Participant deferral / active EE | $5,590 | $5,500+1.6% | $5,072+10.2% | $6,407-12.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |