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 | $263,799 | $144,119+83.0% | $117,854+123.8% | $147,584+78.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 22.17% | 531.15%-509.0pp | 335.08%-312.9pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,789 | $4,896-63.5% | $3,786-52.7% | $4,876-63.3% |
| Participant deferral / active EE | $3,489 | $5,316-34.4% | $4,482-22.1% | $5,439-35.8% |
| Admin fee / account holder | $190 | $10,886-98.3% | $8,020-97.6% | $10,885-98.3% |