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 | $357,546 | $114,381+212.6% | $107,525+232.5% | $142,382+151.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.66% | 242.71%-227.0pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,311 | $4,015-17.5% | $3,754-11.8% | $4,299-23.0% |
| Participant deferral / active EE | $6,966 | $5,564+25.2% | $5,116+36.2% | $6,507+7.1% |
| Admin fee / account holder | $161 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |