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 | $658,559 | $197,591+233.3% | $177,821+270.3% | $158,922+314.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 8.96% | 58.76%-49.8pp | 48.32%-39.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $9,057 | $6,697+35.2% | $5,918+53.0% | $4,761+90.2% |
| Participant deferral / active EE | $5,402 | $8,405-35.7% | $7,714-30.0% | $5,982-9.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |