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 | $468,004 | $167,484+179.4% | $151,611+208.7% | $134,475+248.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -13.20% | 7.80%-21.0pp | 3.33%-16.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,670 | $6,829-60.9% | $6,166-56.7% | $4,740-43.7% |
| Participant deferral / active EE | $9,598 | $8,986+6.8% | $8,363+14.8% | $6,400+50.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |