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 | $273,009 | $148,534+83.8% | $135,903+100.9% | $139,434+95.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 25.10% | 79.19%-54.1pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $10,889 | $5,243+107.7% | $4,856+124.2% | $4,751+129.2% |
| Participant deferral / active EE | $16,991 | $8,100+109.8% | $7,758+119.0% | $6,710+153.2% |
| Admin fee / account holder | $161 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |