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 | $363,586 | $209,411+73.6% | $178,490+103.7% | $158,922+128.8% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 50.90% | 188.75%-137.9pp | 151.07%-100.2pp | 302.83%-251.9pp |
| Employer contribution / active EE | $3,615 | $5,706-36.6% | $5,011-27.8% | $4,761-24.1% |
| Participant deferral / active EE | $7,149 | $5,954+20.1% | $5,202+37.4% | $5,982+19.5% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |