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 | $432,378 | $172,111+151.2% | $150,298+187.7% | $137,256+215.0% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 15.04% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,662 | $4,636-42.6% | $4,154-35.9% | $4,156-35.9% |
| Participant deferral / active EE | $6,408 | $6,166+3.9% | $5,453+17.5% | $6,4070% |
| Admin fee / account holder | $29 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |