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 | $336,438 | $176,056+91.1% | $159,436+111.0% | $167,490+100.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.67% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,347 | $5,297-36.8% | $4,829-30.7% | $4,837-30.8% |
| Participant deferral / active EE | $10,608 | $7,750+36.9% | $7,352+44.3% | $6,341+67.3% |
| Admin fee / account holder | $26 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |