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 | $272,436 | $98,240+177.3% | $82,313+231.0% | $147,584+84.6% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 17.89% | 30.85%-13.0pp | 25.88%-8.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,890 | $3,192+21.9% | $2,428+60.2% | $4,876-20.2% |
| Participant deferral / active EE | $7,447 | $4,383+69.9% | $3,706+100.9% | $5,439+36.9% |
| Admin fee / account holder | $19 | $8,563-99.8% | $5,608-99.7% | $10,885-99.8% |