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 | $351,356 | $154,228+127.8% | $145,433+141.6% | $137,256+156.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.30% | 74.59%-49.3pp | 66.58%-41.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,169 | $4,804-34.0% | $4,554-30.4% | $4,156-23.7% |
| Participant deferral / active EE | $11,636 | $8,216+41.6% | $7,897+47.3% | $6,407+81.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |