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 | $301,787 | $74,888+303.0% | $71,209+323.8% | $142,382+112.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 20.63% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,794 | $2,854-2.1% | $2,721+2.7% | $4,299-35.0% |
| Participant deferral / active EE | $10,838 | $4,454+143.3% | $4,175+159.6% | $6,507+66.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |