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 | $271,387 | $93,346+190.7% | $71,796+278.0% | $273,961-0.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 6.76% | 130.39%-123.6pp | 78.04%-71.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,887 | $2,733+5.6% | $1,924+50.0% | $4,869-40.7% |
| Participant deferral / active EE | $8,429 | $3,475+142.6% | $2,794+201.6% | $5,287+59.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |