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 | $359,644 | $172,111+109.0% | $150,298+139.3% | $137,256+162.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.37% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,928 | $4,636-36.8% | $4,154-29.5% | $4,156-29.5% |
| Participant deferral / active EE | $6,487 | $6,166+5.2% | $5,453+19.0% | $6,407+1.3% |
| Admin fee / account holder | $289 | $16,471-98.2% | $14,116-98.0% | $12,270-97.6% |