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 | $99,921+1223.8% | $85,009+1456.0% | $145,959+806.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 109.36% | 83.89%+25.5pp | 66.47%+42.9pp | 561.95%-452.6pp |
| Employer contribution / active EE | $3,735 | $3,233+15.5% | $2,728+36.9% | $4,661-19.9% |
| Participant deferral / active EE | $6,221 | $5,293+17.5% | $4,522+37.6% | $6,689-7.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |