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 | $560,802 | $185,822+201.8% | $169,993+229.9% | $139,434+302.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 120.69% | 60.50%+60.2pp | 53.37%+67.3pp | 372.94%-252.3pp |
| Employer contribution / active EE | $5,153 | $7,590-32.1% | $6,785-24.1% | $4,751+8.5% |
| Participant deferral / active EE | $19,607 | $11,622+68.7% | $10,408+88.4% | $6,710+192.2% |
| Admin fee / account holder | $23 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |