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 | $614,233 | $97,125+532.4% | $86,233+612.3% | $137,256+347.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 11.28% | 74.19%-62.9pp | 61.39%-50.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $5,601 | $2,841+97.1% | $2,504+123.7% | $4,156+34.8% |
| Participant deferral / active EE | $9,324 | $5,180+80.0% | $4,559+104.5% | $6,407+45.5% |
| Admin fee / account holder | $118 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |