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 | $322,851 | $152,587+111.6% | $125,175+157.9% | $152,861+111.2% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 32.96% | 54.84%-21.9pp | 43.79%-10.8pp | 345.32%-312.4pp |
| Employer contribution / active EE | $2,671 | $4,946-46.0% | $3,865-30.9% | $4,762-43.9% |
| Participant deferral / active EE | $9,647 | $5,868+64.4% | $4,937+95.4% | $5,850+64.9% |
| Admin fee / account holder | $57 | $13,434-99.6% | $9,702-99.4% | $11,596-99.5% |