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 | $313,413 | $154,228+103.2% | $145,433+115.5% | $137,256+128.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 14.80% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,932 | $4,804-18.2% | $4,554-13.7% | $4,156-5.4% |
| Participant deferral / active EE | $8,694 | $8,216+5.8% | $7,897+10.1% | $6,407+35.7% |
| Admin fee / account holder | $275 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |