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 | $391,009 | $217,402+79.9% | $185,823+110.4% | $167,490+133.5% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 16.23% | 148.36%-132.1pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $8,918 | $5,873+51.8% | $5,167+72.6% | $4,837+84.4% |
| Participant deferral / active EE | $8,613 | $6,356+35.5% | $5,568+54.7% | $6,341+35.8% |
| Admin fee / account holder | $6 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |