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 | $291,984 | $115,770+152.2% | $101,248+188.4% | $158,922+83.7% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 43.50% | 56.14%-12.6pp | 46.47%-3.0pp | 302.83%-259.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,978 | $4,957+0.4% | $4,370+13.9% | $5,982-16.8% |
| Admin fee / account holder | $80 | $7,245-98.9% | $5,945-98.6% | $11,246-99.3% |