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 | $343,528 | $183,519+87.2% | $155,509+120.9% | $145,922+135.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 65.67% | 61.17%+4.5pp | 64.67%+1.0pp | 561.29%-495.6pp |
| Employer contribution / active EE | $3,764 | $5,313-29.1% | $4,672-19.4% | $4,660-19.2% |
| Participant deferral / active EE | $7,982 | $6,462+23.5% | $5,626+41.9% | $6,688+19.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |