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 | $597,149 | $214,378+178.5% | $200,582+197.7% | $142,382+319.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 16.20% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,738 | $6,841+13.1% | $6,419+20.6% | $4,299+80.0% |
| Participant deferral / active EE | $13,957 | $9,865+41.5% | $9,331+49.6% | $6,507+114.5% |
| Admin fee / account holder | $81 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |