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 | $686,905 | $177,572+286.8% | $154,803+343.7% | $142,382+382.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 109.45% | 65.07%+44.4pp | 58.88%+50.6pp | 217.08%-107.6pp |
| Employer contribution / active EE | $1,789 | $4,810-62.8% | $4,305-58.5% | $4,299-58.4% |
| Participant deferral / active EE | $9,597 | $6,272+53.0% | $5,540+73.2% | $6,507+47.5% |
| Admin fee / account holder | $100 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |