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 | $318,824 | $185,822+71.6% | $169,993+87.6% | $139,434+128.7% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 19.28% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $8,121 | $7,590+7.0% | $6,785+19.7% | $4,751+70.9% |
| Participant deferral / active EE | $14,549 | $11,622+25.2% | $10,408+39.8% | $6,710+116.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |