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 | $272,042 | $111,814+143.3% | $103,374+163.2% | $145,959+86.4% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 11.18% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,372 | $4,214-20.0% | $3,869-12.8% | $4,661-27.6% |
| Participant deferral / active EE | $7,621 | $5,618+35.6% | $5,058+50.7% | $6,689+13.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |