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 4-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 | $305,274 | $185,822+64.3% | $169,993+79.6% | $139,434+118.9% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 24.11% | 60.50%-36.4pp | 53.37%-29.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $15,209 | $7,590+100.4% | $6,785+124.2% | $4,751+220.1% |
| Participant deferral / active EE | $48,250 | $11,622+315.2% | $10,408+363.6% | $6,710+619.0% |
| Admin fee / account holder | $17 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |