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 | $896,409 | $159,602+461.7% | $150,045+497.4% | $142,382+529.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.02% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $32,696 | $4,961+559.1% | $4,693+596.7% | $4,299+660.5% |
| Participant deferral / active EE | $20,800 | $8,310+150.3% | $7,997+160.1% | $6,507+219.6% |
| Admin fee / account holder | $17 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |