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 | $358,108 | $203,436+76.0% | $152,466+134.9% | $167,490+113.8% |
| Participation rate | 72.7% | 82.3%-9.6pp | 78.2%-5.5pp | 82.1%-9.4pp |
| Annual return | 11.32% | 13.80%-2.5pp | 757.33%-746.0pp | 478.56%-467.2pp |
| Employer contribution / active EE | $5,341 | $5,220+2.3% | $4,327+23.5% | $4,837+10.4% |
| Participant deferral / active EE | $14,423 | $6,716+114.7% | $5,820+147.8% | $6,341+127.4% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |