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 | $653,774 | $148,534+340.2% | $135,903+381.1% | $139,434+368.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.02% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $4,573 | $5,243-12.8% | $4,856-5.8% | $4,751-3.7% |
| Participant deferral / active EE | $15,568 | $8,100+92.2% | $7,758+100.7% | $6,710+132.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |