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 | $264,482 | $148,534+78.1% | $135,903+94.6% | $139,434+89.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.00% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $6,770 | $5,243+29.1% | $4,856+39.4% | $4,751+42.5% |
| Participant deferral / active EE | $13,560 | $8,100+67.4% | $7,758+74.8% | $6,710+102.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |