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 | $454,421 | $97,757+364.8% | $83,848+442.0% | $135,375+235.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 12.17% | 1287.37%-1275.2pp | 850.88%-838.7pp | 519.73%-507.6pp |
| Employer contribution / active EE | $8,551 | $4,222+102.6% | $3,631+135.5% | $4,779+78.9% |
| Participant deferral / active EE | $6,172 | $4,682+31.8% | $4,082+51.2% | $5,609+10.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |