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 | $289,141 | $116,175+148.9% | $93,606+208.9% | $152,861+89.2% |
| Participation rate | 76.9% | 78.0%-1.1pp | 75.8%+1.1pp | 82.4%-5.5pp |
| Annual return | 17.10% | 35.96%-18.9pp | 32.76%-15.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,841 | $3,218-42.8% | $2,718-32.3% | $4,762-61.3% |
| Participant deferral / active EE | $6,131 | $4,603+33.2% | $4,069+50.7% | $5,850+4.8% |
| Admin fee / account holder | -$94 | $10,748-100.9% | $7,888-101.2% | $11,596-100.8% |