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 | $668,519 | $217,402+207.5% | $185,823+259.8% | $167,490+299.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 64.61% | 148.36%-83.7pp | 122.05%-57.4pp | 478.56%-413.9pp |
| Employer contribution / active EE | $3,090 | $5,873-47.4% | $5,167-40.2% | $4,837-36.1% |
| Participant deferral / active EE | $10,056 | $6,356+58.2% | $5,568+80.6% | $6,341+58.6% |
| Admin fee / account holder | $99 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |