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 | $327,310 | $197,591+65.7% | $177,821+84.1% | $158,922+106.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 68.45% | 58.76%+9.7pp | 48.32%+20.1pp | 302.83%-234.4pp |
| Employer contribution / active EE | $12,268 | $6,697+83.2% | $5,918+107.3% | $4,761+157.7% |
| Participant deferral / active EE | $8,135 | $8,405-3.2% | $7,714+5.5% | $5,982+36.0% |
| Admin fee / account holder | $65 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |