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 | $376,138 | $105,931+255.1% | $81,930+359.1% | $158,922+136.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 16.57% | 38.17%-21.6pp | 29.49%-12.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,397 | $7,800-43.6% | $4,310+2.0% | $4,761-7.7% |
| Participant deferral / active EE | $8,265 | $13,003-36.4% | $7,107+16.3% | $5,982+38.2% |
| Admin fee / account holder | $38 | $8,489-99.6% | $5,158-99.3% | $11,246-99.7% |