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 | $495,357 | $102,966+381.1% | $90,281+448.7% | $152,861+224.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 17.86% | 95.16%-77.3pp | 78.10%-60.2pp | 345.32%-327.5pp |
| Employer contribution / active EE | $3,232 | $3,139+3.0% | $2,854+13.2% | $4,762-32.1% |
| Participant deferral / active EE | $14,250 | $4,281+232.8% | $3,885+266.8% | $5,850+143.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |