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 | $502,202 | $176,812+184.0% | $146,665+242.4% | $167,490+199.8% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 16.94% | 24.03%-7.1pp | 22.74%-5.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $13,906 | $5,160+169.5% | $4,136+236.2% | $4,837+187.5% |
| Participant deferral / active EE | $5,090 | $6,440-21.0% | $5,506-7.6% | $6,341-19.7% |
| Admin fee / account holder | $14 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |