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 | $311,365 | $177,572+75.3% | $154,803+101.1% | $142,382+118.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 11.52% | 65.07%-53.5pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $8,760 | $4,810+82.1% | $4,305+103.5% | $4,299+103.8% |
| Participant deferral / active EE | $14,188 | $6,272+126.2% | $5,540+156.1% | $6,507+118.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |