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 | $281,850 | $135,952+107.3% | $123,892+127.5% | $273,961+2.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 10.95% | 56.63%-45.7pp | 47.52%-36.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $5,276 | $5,170+2.0% | $4,617+14.3% | $4,869+8.4% |
| Participant deferral / active EE | $15,324 | $6,343+141.6% | $5,984+156.1% | $5,287+189.8% |
| Admin fee / account holder | $229 | $9,817-97.7% | $8,357-97.3% | $10,132-97.7% |