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 | $330,702 | $209,411+57.9% | $178,490+85.3% | $158,922+108.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.52% | 188.75%-181.2pp | 151.07%-143.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $2,171 | $5,706-61.9% | $5,011-56.7% | $4,761-54.4% |
| Participant deferral / active EE | $9,800 | $5,954+64.6% | $5,202+88.4% | $5,982+63.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |