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 | $311,104 | $175,202+77.6% | $149,673+107.9% | $139,434+123.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.15% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $11,119 | $5,474+103.1% | $4,818+130.8% | $4,751+134.0% |
| Participant deferral / active EE | $14,120 | $6,519+116.6% | $5,680+148.6% | $6,710+110.4% |
| Admin fee / account holder | $11 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |