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 | $339,142 | $150,440+125.4% | $136,294+148.8% | $147,584+129.8% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 22.10% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $4,925 | $5,256-6.3% | $4,695+4.9% | $4,876+1.0% |
| Participant deferral / active EE | $5,289 | $6,630-20.2% | $6,247-15.3% | $5,439-2.7% |
| Admin fee / account holder | $195 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |