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 | $485,163 | $177,572+173.2% | $154,803+213.4% | $142,382+240.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 17.03% | 65.07%-48.0pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,743 | $4,810+19.4% | $4,305+33.4% | $4,299+33.6% |
| Participant deferral / active EE | $9,697 | $6,272+54.6% | $5,540+75.0% | $6,507+49.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |