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 9-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 | $298,852 | $148,534+101.2% | $135,903+119.9% | $139,434+114.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.31% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $12,787 | $5,243+143.9% | $4,856+163.3% | $4,751+169.2% |
| Participant deferral / active EE | $12,218 | $8,100+50.8% | $7,758+57.5% | $6,710+82.1% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |