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 7-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 | $1,322,731 | $99,877+1224.4% | $84,966+1456.8% | $145,922+806.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 109.36% | 83.76%+25.6pp | 66.38%+43.0pp | 561.29%-451.9pp |
| Employer contribution / active EE | $3,735 | $3,231+15.6% | $2,727+37.0% | $4,660-19.8% |
| Participant deferral / active EE | $6,221 | $5,291+17.6% | $4,519+37.7% | $6,688-7.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |