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 | $343,484 | $162,781+111.0% | $133,956+156.4% | $158,922+116.1% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 15.58% | 41.94%-26.4pp | 45.09%-29.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,983 | $4,975-60.1% | $3,919-49.4% | $4,761-58.3% |
| Participant deferral / active EE | $4,197 | $5,911-29.0% | $5,048-16.8% | $5,982-29.8% |
| Admin fee / account holder | $278 | $11,736-97.6% | $8,927-96.9% | $11,246-97.5% |