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 | $349,786 | $165,335+111.6% | $149,696+133.7% | $158,922+120.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 9.96% | 348.15%-338.2pp | 276.60%-266.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,056 | $5,103-59.7% | $4,644-55.7% | $4,761-56.8% |
| Participant deferral / active EE | $11,914 | $7,181+65.9% | $6,842+74.1% | $5,982+99.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |