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 | $111,535+220.6% | $105,223+239.8% | $137,256+160.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 15.66% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,311 | $3,939-16.0% | $3,689-10.2% | $4,156-20.3% |
| Participant deferral / active EE | $6,966 | $5,500+26.7% | $5,072+37.4% | $6,407+8.7% |
| Admin fee / account holder | $161 | $9,721-98.3% | $8,859-98.2% | $12,270-98.7% |