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 | $269,334 | $157,256+71.3% | $141,162+90.8% | $152,861+76.2% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 23.14% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $5,122 | $5,261-2.6% | $4,735+8.2% | $4,762+7.6% |
| Participant deferral / active EE | $13,783 | $7,109+93.9% | $6,709+105.4% | $5,850+135.6% |
| Admin fee / account holder | $47 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |