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 | $496,223 | $107,452+361.8% | $91,541+442.1% | $142,382+248.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 18.42% | 22.06%-3.6pp | 20.50%-2.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $9,310 | $2,994+210.9% | $2,505+271.7% | $4,299+116.5% |
| Participant deferral / active EE | $16,884 | $4,754+255.1% | $4,008+321.3% | $6,507+159.5% |
| Admin fee / account holder | $7 | $8,834-99.9% | $6,956-99.9% | $12,624-99.9% |