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 9-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 | $350,107 | $111,754+213.3% | $103,333+238.8% | $145,922+139.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 25.69% | 24.77%+0.9pp | 24.88%+0.8pp | 561.29%-535.6pp |
| Employer contribution / active EE | $5,115 | $4,212+21.4% | $3,868+32.2% | $4,660+9.8% |
| Participant deferral / active EE | $13,805 | $5,619+145.7% | $5,057+173.0% | $6,688+106.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |