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 | $274,756 | $162,781+68.8% | $133,956+105.1% | $158,922+72.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 19.49% | 41.94%-22.5pp | 45.09%-25.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $3,446 | $4,975-30.7% | $3,919-12.1% | $4,761-27.6% |
| Participant deferral / active EE | $10,964 | $5,911+85.5% | $5,048+117.2% | $5,982+83.3% |
| Admin fee / account holder | $7 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |