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 | $374,659 | $159,901+134.3% | $146,958+154.9% | $145,922+156.8% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 16.47% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $4,203 | $5,286-20.5% | $4,933-14.8% | $4,660-9.8% |
| Participant deferral / active EE | $10,874 | $8,428+29.0% | $8,070+34.7% | $6,688+62.6% |
| Admin fee / account holder | $47 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |