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 | $455,254 | $172,478+163.9% | $145,661+212.5% | $142,382+219.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 17.92% | 151.09%-133.2pp | 101.46%-83.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,528 | $4,899-28.0% | $4,238-16.8% | $4,299-17.9% |
| Participant deferral / active EE | $7,553 | $8,348-9.5% | $7,198+4.9% | $6,507+16.1% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |