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 | $522,047 | $214,378+143.5% | $200,582+160.3% | $142,382+266.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 45.01% | 46.41%-1.4pp | 42.33%+2.7pp | 217.08%-172.1pp |
| Employer contribution / active EE | $16,681 | $6,841+143.8% | $6,419+159.9% | $4,299+288.0% |
| Participant deferral / active EE | $18,645 | $9,865+89.0% | $9,331+99.8% | $6,507+186.5% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |