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 | $513,706 | $115,770+343.7% | $101,248+407.4% | $158,922+223.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 13.34% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,513 | $4,175-15.8% | $3,660-4.0% | $4,761-26.2% |
| Participant deferral / active EE | $12,724 | $4,957+156.7% | $4,370+191.2% | $5,982+112.7% |
| Admin fee / account holder | $254 | $7,245-96.5% | $5,945-95.7% | $11,246-97.7% |