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 | $209,336+149.4% | $197,124+164.8% | $137,256+280.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 45.01% | 48.09%-3.1pp | 44.34%+0.7pp | 220.34%-175.3pp |
| Employer contribution / active EE | $16,681 | $6,591+153.1% | $6,227+167.9% | $4,156+301.4% |
| Participant deferral / active EE | $18,645 | $9,614+93.9% | $9,135+104.1% | $6,407+191.0% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |