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 | $553,350 | $159,602+246.7% | $150,045+268.8% | $142,382+288.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.25% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,657 | $4,961+34.2% | $4,693+41.8% | $4,299+54.8% |
| Participant deferral / active EE | $23,267 | $8,310+180.0% | $7,997+190.9% | $6,507+257.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |