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 | $302,957 | $202,318+49.7% | $172,739+75.4% | $152,861+98.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 26.59% | 1029.65%-1003.1pp | 802.84%-776.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,724 | $5,856-53.5% | $5,143-47.0% | $4,762-42.8% |
| Participant deferral / active EE | $12,530 | $5,948+110.6% | $5,198+141.1% | $5,850+114.2% |
| Admin fee / account holder | $84 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |