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 | $531,753 | $185,822+186.2% | $169,993+212.8% | $139,434+281.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 13.74% | 60.50%-46.8pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,047 | $7,590-33.5% | $6,785-25.6% | $4,751+6.2% |
| Participant deferral / active EE | $13,845 | $11,622+19.1% | $10,408+33.0% | $6,710+106.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |