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 | $330,968 | $175,202+88.9% | $149,673+121.1% | $139,434+137.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.17% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $5,444 | $5,474-0.6% | $4,818+13.0% | $4,751+14.6% |
| Participant deferral / active EE | $6,412 | $6,519-1.6% | $5,680+12.9% | $6,710-4.4% |
| Admin fee / account holder | $6 | $16,150-100.0% | $13,210-100.0% | $11,403-99.9% |