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 | $362,693 | $197,591+83.6% | $177,821+104.0% | $158,922+128.2% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 111.33% | 58.76%+52.6pp | 48.32%+63.0pp | 302.83%-191.5pp |
| Employer contribution / active EE | $10,610 | $6,697+58.4% | $5,918+79.3% | $4,761+122.8% |
| Participant deferral / active EE | $12,434 | $8,405+47.9% | $7,714+61.2% | $5,982+107.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |