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 | $328,586 | $185,822+76.8% | $169,993+93.3% | $139,434+135.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.80% | 60.50%-35.7pp | 53.37%-28.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $5,978 | $7,590-21.2% | $6,785-11.9% | $4,751+25.8% |
| Participant deferral / active EE | $13,039 | $11,622+12.2% | $10,408+25.3% | $6,710+94.3% |
| Admin fee / account holder | $151 | $15,381-99.0% | $12,815-98.8% | $11,403-98.7% |