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 | $374,124 | $124,425+200.7% | $112,040+233.9% | $137,256+172.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 15.90% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,522 | $3,411+61.9% | $2,954+86.9% | $4,156+32.9% |
| Participant deferral / active EE | $15,685 | $5,718+174.3% | $5,098+207.7% | $6,407+144.8% |
| Admin fee / account holder | $1 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |