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 | $273,518 | $175,202+56.1% | $149,673+82.7% | $139,434+96.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 17.22% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $14,026 | $5,474+156.2% | $4,818+191.1% | $4,751+195.2% |
| Participant deferral / active EE | $8,508 | $6,519+30.5% | $5,680+49.8% | $6,710+26.8% |
| Admin fee / account holder | $30 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |