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 | $786,885 | $133,958+487.4% | $112,228+601.1% | $134,475+485.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | 1.16% | 47.11%-46.0pp | 27.45%-26.3pp | 417.96%-416.8pp |
| Employer contribution / active EE | $9,573 | $4,038+137.1% | $3,635+163.4% | $4,740+102.0% |
| Participant deferral / active EE | $6,448 | $5,291+21.9% | $4,728+36.4% | $6,400+0.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |