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 | $615,935 | $175,202+251.6% | $149,673+311.5% | $139,434+341.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 22.08% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $3,260 | $5,474-40.5% | $4,818-32.3% | $4,751-31.4% |
| Participant deferral / active EE | $10,109 | $6,519+55.1% | $5,680+78.0% | $6,710+50.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |