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 | $344,188 | $227,553+51.3% | $189,557+81.6% | $167,490+105.5% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 15.43% | 78.40%-63.0pp | 64.17%-48.7pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,779 | $5,316-47.7% | $4,412-37.0% | $4,837-42.6% |
| Participant deferral / active EE | $14,910 | $7,002+112.9% | $6,174+141.5% | $6,341+135.1% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |