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 | $259,376 | $135,952+90.8% | $123,892+109.4% | $273,961-5.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.41% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $5,919 | $5,170+14.5% | $4,617+28.2% | $4,869+21.6% |
| Participant deferral / active EE | $4,956 | $6,343-21.9% | $5,984-17.2% | $5,287-6.3% |
| Admin fee / account holder | $90 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |