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 | $814,067 | $148,534+448.1% | $135,903+499.0% | $139,434+483.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 28.99% | 79.19%-50.2pp | 68.23%-39.2pp | 372.94%-344.0pp |
| Employer contribution / active EE | $4,558 | $5,243-13.1% | $4,856-6.1% | $4,751-4.1% |
| Participant deferral / active EE | $13,240 | $8,100+63.5% | $7,758+70.7% | $6,710+97.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |