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 | $325,040 | $217,402+49.5% | $185,823+74.9% | $167,490+94.1% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 17.47% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,479 | $5,873-40.8% | $5,167-32.7% | $4,837-28.1% |
| Participant deferral / active EE | $9,077 | $6,356+42.8% | $5,568+63.0% | $6,341+43.1% |
| Admin fee / account holder | $10 | $19,811-100.0% | $16,237-99.9% | $12,309-99.9% |