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 | $402,454 | $154,228+160.9% | $145,433+176.7% | $137,256+193.2% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 19.60% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $6,947 | $4,804+44.6% | $4,554+52.5% | $4,156+67.1% |
| Participant deferral / active EE | $8,477 | $8,216+3.2% | $7,897+7.3% | $6,407+32.3% |
| Admin fee / account holder | $174 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |