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 | $350,692 | $148,534+136.1% | $135,903+158.0% | $139,434+151.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 29.55% | 79.19%-49.6pp | 68.23%-38.7pp | 372.94%-343.4pp |
| Employer contribution / active EE | $2,064 | $5,243-60.6% | $4,856-57.5% | $4,751-56.6% |
| Participant deferral / active EE | $5,476 | $8,100-32.4% | $7,758-29.4% | $6,710-18.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |