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 | $1,197,990 | $114,381+947.4% | $107,525+1014.2% | $142,382+741.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 24.81% | 242.71%-217.9pp | 181.32%-156.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $24,465 | $4,015+509.4% | $3,754+551.8% | $4,299+469.1% |
| Participant deferral / active EE | $8,825 | $5,564+58.6% | $5,116+72.5% | $6,507+35.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |