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 | $532,808 | $214,378+148.5% | $200,582+165.6% | $142,382+274.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 19.23% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $16,150 | $6,841+136.1% | $6,419+151.6% | $4,299+275.7% |
| Participant deferral / active EE | $16,249 | $9,865+64.7% | $9,331+74.1% | $6,507+149.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |