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 | $565,310 | $108,919+419.0% | $100,391+463.1% | $145,922+287.4% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 23.91% | 57.88%-34.0pp | 49.20%-25.3pp | 561.29%-537.4pp |
| Employer contribution / active EE | $3,639 | $4,419-17.7% | $3,942-7.7% | $4,660-21.9% |
| Participant deferral / active EE | $8,770 | $8,445+3.8% | $8,082+8.5% | $6,688+31.1% |
| Admin fee / account holder | $132 | $9,689-98.6% | $7,899-98.3% | $13,397-99.0% |