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 | $302,147 | $183,963+64.2% | $162,163+86.3% | $152,861+97.7% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 22.17% | 150.76%-128.6pp | 115.59%-93.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,399 | $6,371-46.6% | $5,614-39.4% | $4,762-28.6% |
| Participant deferral / active EE | $13,095 | $8,034+63.0% | $7,298+79.4% | $5,850+123.8% |
| Admin fee / account holder | $13 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |