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 | $454,836 | $106,584+326.7% | $101,326+348.9% | $142,382+219.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 16.05% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $10,964 | $3,956+177.1% | $3,665+199.1% | $4,299+155.0% |
| Participant deferral / active EE | $11,350 | $8,297+36.8% | $7,994+42.0% | $6,507+74.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |