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 | $347,219 | $175,202+98.2% | $149,673+132.0% | $139,434+149.0% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.64% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $10,089 | $5,474+84.3% | $4,818+109.4% | $4,751+112.4% |
| Participant deferral / active EE | $12,263 | $6,519+88.1% | $5,680+115.9% | $6,710+82.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |