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 | $301,488 | $209,832+43.7% | $189,513+59.1% | $167,490+80.0% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 15.04% | 748.27%-733.2pp | 555.15%-540.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $6,160 | $6,914-10.9% | $6,1620% | $4,837+27.3% |
| Participant deferral / active EE | $9,824 | $8,935+10.0% | $8,221+19.5% | $6,341+54.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |