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 | $388,635 | $197,591+96.7% | $177,821+118.6% | $158,922+144.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.90% | 58.76%-45.9pp | 48.32%-35.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $5,265 | $6,697-21.4% | $5,918-11.0% | $4,761+10.6% |
| Participant deferral / active EE | $6,404 | $8,405-23.8% | $7,714-17.0% | $5,982+7.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |