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 | $336,835 | $176,056+91.3% | $159,436+111.3% | $167,490+101.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.61% | 331.75%-313.1pp | 263.57%-245.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $4,839 | $5,297-8.7% | $4,829+0.2% | $4,8370% |
| Participant deferral / active EE | $21,760 | $7,750+180.8% | $7,352+196.0% | $6,341+243.2% |
| Admin fee / account holder | $246 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |