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 | $288,198 | $165,335+74.3% | $149,696+92.5% | $158,922+81.3% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 16.79% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,921 | $5,103-42.8% | $4,644-37.1% | $4,761-38.7% |
| Participant deferral / active EE | $7,277 | $7,181+1.3% | $6,842+6.4% | $5,982+21.6% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |