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 | $370,362 | $228,332+62.2% | $185,823+99.3% | $158,922+133.0% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 28.32% | 40.80%-12.5pp | 35.95%-7.6pp | 302.83%-274.5pp |
| Employer contribution / active EE | $2,810 | $4,967-43.4% | $4,087-31.3% | $4,761-41.0% |
| Participant deferral / active EE | $3,683 | $6,415-42.6% | $5,632-34.6% | $5,982-38.4% |
| Admin fee / account holder | $129 | $11,864-98.9% | $9,500-98.6% | $11,246-98.9% |