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 | $592,497 | $177,572+233.7% | $154,803+282.7% | $142,382+316.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.33% | 65.07%-49.7pp | 58.88%-43.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,272 | $4,810-52.8% | $4,305-47.2% | $4,299-47.2% |
| Participant deferral / active EE | $4,958 | $6,272-20.9% | $5,540-10.5% | $6,507-23.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |