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 | $321,116 | $124,425+158.1% | $112,040+186.6% | $137,256+134.0% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 26.20% | 24.72%+1.5pp | 24.52%+1.7pp | 220.34%-194.1pp |
| Employer contribution / active EE | $3,304 | $3,411-3.2% | $2,954+11.8% | $4,156-20.5% |
| Participant deferral / active EE | $10,523 | $5,718+84.0% | $5,098+106.4% | $6,407+64.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |