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 | $368,417 | $177,572+107.5% | $154,803+138.0% | $142,382+158.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.49% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,818 | $4,810+20.9% | $4,305+35.1% | $4,299+35.3% |
| Participant deferral / active EE | $7,309 | $6,272+16.5% | $5,540+31.9% | $6,507+12.3% |
| Admin fee / account holder | $69 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |