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 | $651,171 | $197,591+229.6% | $177,821+266.2% | $158,922+309.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 22.62% | 58.76%-36.1pp | 48.32%-25.7pp | 302.83%-280.2pp |
| Employer contribution / active EE | $4,828 | $6,697-27.9% | $5,918-18.4% | $4,761+1.4% |
| Participant deferral / active EE | $11,529 | $8,405+37.2% | $7,714+49.5% | $5,982+92.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |