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 | $500,165 | $217,402+130.1% | $185,823+169.2% | $167,490+198.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 13.64% | 148.36%-134.7pp | 122.05%-108.4pp | 478.56%-464.9pp |
| Employer contribution / active EE | $6,608 | $5,873+12.5% | $5,167+27.9% | $4,837+36.6% |
| Participant deferral / active EE | $7,978 | $6,356+25.5% | $5,568+43.3% | $6,341+25.8% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |