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 | $771,851 | $159,602+383.6% | $150,045+414.4% | $142,382+442.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.43% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $8,582 | $4,961+73.0% | $4,693+82.9% | $4,299+99.6% |
| Participant deferral / active EE | $9,444 | $8,310+13.6% | $7,997+18.1% | $6,507+45.1% |
| Admin fee / account holder | $208 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |