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 4-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 | $327,676 | $177,572+84.5% | $154,803+111.7% | $142,382+130.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 11.93% | 65.07%-53.1pp | 58.88%-47.0pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,544 | $4,810-26.3% | $4,305-17.7% | $4,299-17.6% |
| Participant deferral / active EE | $14,329 | $6,272+128.5% | $5,540+158.6% | $6,507+120.2% |
| Admin fee / account holder | $165 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |