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 8-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 | $278,235 | $167,484+66.1% | $151,611+83.5% | $134,475+106.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -8.91% | 7.80%-16.7pp | 3.33%-12.2pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,797 | $6,829-59.0% | $6,166-54.6% | $4,740-41.0% |
| Participant deferral / active EE | $10,176 | $8,986+13.2% | $8,363+21.7% | $6,400+59.0% |
| Admin fee / account holder | -$3,443 | $13,783-125.0% | $11,616-129.6% | $11,426-130.1% |