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 | $262,412 | $165,335+58.7% | $149,696+75.3% | $158,922+65.1% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 9.08% | 348.15%-339.1pp | 276.60%-267.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $6,208 | $5,103+21.7% | $4,644+33.7% | $4,761+30.4% |
| Participant deferral / active EE | $7,027 | $7,181-2.1% | $6,842+2.7% | $5,982+17.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |