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 | $554,470 | $126,574+338.1% | $106,213+422.0% | $145,922+280.0% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 27.79% | 224.79%-197.0pp | 116.14%-88.3pp | 561.29%-533.5pp |
| Employer contribution / active EE | $2,394 | $3,730-35.8% | $3,171-24.5% | $4,660-48.6% |
| Participant deferral / active EE | $14,116 | $5,724+146.6% | $5,016+181.4% | $6,688+111.1% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |