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 | $277,491 | $153,772+80.5% | $133,980+107.1% | $273,961+1.3% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 13.99% | 36.51%-22.5pp | 29.30%-15.3pp | 41.45%-27.5pp |
| Employer contribution / active EE | $5,154 | $6,029-14.5% | $5,211-1.1% | $4,869+5.9% |
| Participant deferral / active EE | $7,283 | $6,958+4.7% | $6,282+15.9% | $5,287+37.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |