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 | $359,721 | $217,402+65.5% | $185,823+93.6% | $167,490+114.8% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 21.55% | 148.36%-126.8pp | 122.05%-100.5pp | 478.56%-457.0pp |
| Employer contribution / active EE | $7,421 | $5,873+26.4% | $5,167+43.6% | $4,837+53.4% |
| Participant deferral / active EE | $7,265 | $6,356+14.3% | $5,568+30.5% | $6,341+14.6% |
| Admin fee / account holder | $276 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |