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 | $414,537 | $99,877+315.0% | $84,966+387.9% | $145,922+184.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.24% | 83.76%-66.5pp | 66.38%-49.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $5,230 | $3,231+61.9% | $2,727+91.8% | $4,660+12.2% |
| Participant deferral / active EE | $18,150 | $5,291+243.1% | $4,519+301.6% | $6,688+171.4% |
| Admin fee / account holder | $106 | $7,248-98.5% | $6,149-98.3% | $13,397-99.2% |