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 | $547,376 | $227,553+140.5% | $189,557+188.8% | $167,490+226.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 22.80% | 78.40%-55.6pp | 64.17%-41.4pp | 478.56%-455.8pp |
| Employer contribution / active EE | $6,801 | $5,316+27.9% | $4,412+54.1% | $4,837+40.6% |
| Participant deferral / active EE | $17,706 | $7,002+152.9% | $6,174+186.8% | $6,341+179.2% |
| Admin fee / account holder | $30 | $11,878-99.7% | $9,807-99.7% | $12,309-99.8% |