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 | $740,145 | $148,534+398.3% | $135,903+444.6% | $139,434+430.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.76% | 79.19%-54.4pp | 68.23%-43.5pp | 372.94%-348.2pp |
| Employer contribution / active EE | $22,274 | $5,243+324.8% | $4,856+358.7% | $4,751+368.8% |
| Participant deferral / active EE | $12,950 | $8,100+59.9% | $7,758+66.9% | $6,710+93.0% |
| Admin fee / account holder | $24 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |