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 | $583,884 | $157,256+271.3% | $141,162+313.6% | $152,861+282.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 17.41% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $8,561 | $5,261+62.7% | $4,735+80.8% | $4,762+79.8% |
| Participant deferral / active EE | $7,966 | $7,109+12.1% | $6,709+18.7% | $5,850+36.2% |
| Admin fee / account holder | -$14,495 | $12,120-219.6% | $10,261-241.3% | $11,596-225.0% |