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 | $262,641 | $109,982+138.8% | $97,226+170.1% | $145,922+80.0% |
| Participation rate | 84.6% | 75.9%+8.7pp | 72.7%+11.9pp | 80.3%+4.3pp |
| Annual return | 20.84% | 242.90%-222.1pp | 75.13%-54.3pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,576 | $3,084-48.9% | $2,729-42.3% | $4,660-66.2% |
| Participant deferral / active EE | $4,819 | $4,676+3.1% | $4,264+13.0% | $6,688-27.9% |
| Admin fee / account holder | $68 | $6,221-98.9% | $5,654-98.8% | $13,397-99.5% |