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 | $275,502 | $106,515+158.7% | $96,683+185.0% | $139,434+97.6% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 15.39% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $7,061 | $4,103+72.1% | $3,737+89.0% | $4,751+48.6% |
| Participant deferral / active EE | $6,888 | $5,454+26.3% | $4,878+41.2% | $6,710+2.6% |
| Admin fee / account holder | $20 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |