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 | $283,073 | $209,832+34.9% | $189,513+49.4% | $167,490+69.0% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 16.63% | 748.27%-731.6pp | 555.15%-538.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $7,942 | $6,914+14.9% | $6,162+28.9% | $4,837+64.2% |
| Participant deferral / active EE | $5,786 | $8,935-35.2% | $8,221-29.6% | $6,341-8.8% |
| Admin fee / account holder | $1 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |