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 | $576,221 | $209,336+175.3% | $197,124+192.3% | $137,256+319.8% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 62.86% | 48.09%+14.8pp | 44.34%+18.5pp | 220.34%-157.5pp |
| Employer contribution / active EE | $12,389 | $6,591+88.0% | $6,227+98.9% | $4,156+198.1% |
| Participant deferral / active EE | $21,014 | $9,614+118.6% | $9,135+130.0% | $6,407+228.0% |
| Admin fee / account holder | $72 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |