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 | $315,432 | $115,882+172.2% | $100,516+213.8% | $158,922+98.5% |
| Participation rate | 76.9% | 81.6%-4.6pp | 79.4%-2.5pp | 82.0%-5.0pp |
| Annual return | 12.43% | 34.79%-22.4pp | 30.89%-18.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,270 | $4,103-69.1% | $3,418-62.8% | $4,761-73.3% |
| Participant deferral / active EE | $12,697 | $6,674+90.2% | $6,270+102.5% | $5,982+112.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |