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 | $682,542 | $202,432+237.2% | $169,368+303.0% | $139,434+389.5% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 19.52% | 531.74%-512.2pp | 405.60%-386.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $14,188 | $4,692+202.4% | $4,013+253.6% | $4,751+198.6% |
| Participant deferral / active EE | $8,691 | $6,938+25.3% | $6,221+39.7% | $6,710+29.5% |
| Admin fee / account holder | $13 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |