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 | $433,328 | $202,318+114.2% | $172,739+150.9% | $152,861+183.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.70% | 1029.65%-1012.0pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,478 | $5,856-40.6% | $5,143-32.4% | $4,762-27.0% |
| Participant deferral / active EE | $6,863 | $5,948+15.4% | $5,198+32.0% | $5,850+17.3% |
| Admin fee / account holder | $8 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |