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 | $291,157 | $148,534+96.0% | $135,903+114.2% | $139,434+108.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.11% | 79.19%-54.1pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $3,311 | $5,243-36.8% | $4,856-31.8% | $4,751-30.3% |
| Participant deferral / active EE | $16,590 | $8,100+104.8% | $7,758+113.8% | $6,710+147.2% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |