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 | $455,419 | $148,534+206.6% | $135,903+235.1% | $139,434+226.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 25.38% | 79.19%-53.8pp | 68.23%-42.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $6,589 | $5,243+25.7% | $4,856+35.7% | $4,751+38.7% |
| Participant deferral / active EE | $13,011 | $8,100+60.6% | $7,758+67.7% | $6,710+93.9% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |