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 | $381,413 | $124,281+206.9% | $109,143+249.5% | $167,490+127.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 12.30% | 26.04%-13.7pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $9,949 | $4,207+136.5% | $3,722+167.3% | $4,837+105.7% |
| Participant deferral / active EE | $12,990 | $5,255+147.2% | $4,653+179.2% | $6,341+104.8% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |