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 | $427,836 | $183,519+133.1% | $155,509+175.1% | $145,922+193.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.35% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,086 | $5,313-79.6% | $4,672-76.8% | $4,660-76.7% |
| Participant deferral / active EE | $6,800 | $6,462+5.2% | $5,626+20.9% | $6,688+1.7% |
| Admin fee / account holder | $168 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |