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 | $295,813 | $118,450+149.7% | $98,439+200.5% | $139,434+112.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 12.24% | 18.94%-6.7pp | 21.16%-8.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,580 | $3,609-56.2% | $3,048-48.2% | $4,751-66.7% |
| Participant deferral / active EE | $8,136 | $5,392+50.9% | $4,738+71.7% | $6,710+21.2% |
| Admin fee / account holder | $85 | $14,026-99.4% | $8,948-99.1% | $11,403-99.3% |