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 | $271,917 | $153,772+76.8% | $133,980+103.0% | $273,961-0.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.57% | 36.51%-25.9pp | 29.30%-18.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,695 | $6,029-71.9% | $5,211-67.5% | $4,869-65.2% |
| Participant deferral / active EE | $8,333 | $6,958+19.8% | $6,282+32.7% | $5,287+57.6% |
| Admin fee / account holder | $71 | $11,765-99.4% | $9,324-99.2% | $10,132-99.3% |