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 3-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 | $682,609 | $159,602+327.7% | $150,045+354.9% | $142,382+379.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.03% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $17,271 | $4,961+248.2% | $4,693+268.0% | $4,299+301.7% |
| Participant deferral / active EE | $10,229 | $8,310+23.1% | $7,997+27.9% | $6,507+57.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |