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 | $297,562 | $179,726+65.6% | $156,263+90.4% | $142,382+109.0% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 14.53% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,293 | $5,069+4.4% | $4,333+22.1% | $4,299+23.1% |
| Participant deferral / active EE | $6,950 | $6,956-0.1% | $6,158+12.9% | $6,507+6.8% |
| Admin fee / account holder | $107 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |