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 | $423,308 | $214,378+97.5% | $200,582+111.0% | $142,382+197.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.38% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,247 | $6,841-23.3% | $6,419-18.3% | $4,299+22.1% |
| Participant deferral / active EE | $14,345 | $9,865+45.4% | $9,331+53.7% | $6,507+120.5% |
| Admin fee / account holder | $24 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |