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 | $395,248 | $183,519+115.4% | $155,509+154.2% | $145,922+170.9% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 12.16% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $15,491 | $5,313+191.6% | $4,672+231.5% | $4,660+232.4% |
| Participant deferral / active EE | $8,089 | $6,462+25.2% | $5,626+43.8% | $6,688+21.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |