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 | $591,463 | $209,411+182.4% | $178,490+231.4% | $158,922+272.2% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 9.52% | 188.75%-179.2pp | 151.07%-141.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $18,333 | $5,706+221.3% | $5,011+265.9% | $4,761+285.1% |
| Participant deferral / active EE | $18,765 | $5,954+215.2% | $5,202+260.8% | $5,982+213.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |