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 | $290,265 | $157,256+84.6% | $141,162+105.6% | $152,861+89.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 22.09% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,187 | $5,261-39.4% | $4,735-32.7% | $4,762-33.1% |
| Participant deferral / active EE | $12,062 | $7,109+69.7% | $6,709+79.8% | $5,850+106.2% |
| Admin fee / account holder | -$138 | $12,120-101.1% | $10,261-101.3% | $11,596-101.2% |