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 | $497,349 | $197,591+151.7% | $177,821+179.7% | $158,922+213.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 31.86% | 58.76%-26.9pp | 48.32%-16.5pp | 302.83%-271.0pp |
| Employer contribution / active EE | $17,190 | $6,697+156.7% | $5,918+190.4% | $4,761+261.0% |
| Participant deferral / active EE | $10,860 | $8,405+29.2% | $7,714+40.8% | $5,982+81.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |