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 | $336,116 | $127,264+164.1% | $109,895+205.9% | $167,490+100.7% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.2%-4.2pp | 82.1%-12.1pp |
| Annual return | 20.42% | 22.97%-2.5pp | 29.45%-9.0pp | 478.56%-458.1pp |
| Employer contribution / active EE | $1,230 | $3,322-63.0% | $2,842-56.7% | $4,837-74.6% |
| Participant deferral / active EE | $1,796 | $4,514-60.2% | $4,048-55.6% | $6,341-71.7% |
| Admin fee / account holder | $140 | $7,114-98.0% | $6,066-97.7% | $12,309-98.9% |