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 | $416,060 | $105,998+292.5% | $92,233+351.1% | $147,584+181.9% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 19.82% | 50.05%-30.2pp | 176.28%-156.5pp | 578.55%-558.7pp |
| Employer contribution / active EE | $5,334 | $4,333+23.1% | $3,679+45.0% | $4,876+9.4% |
| Participant deferral / active EE | $7,294 | $4,478+62.9% | $3,897+87.2% | $5,439+34.1% |
| Admin fee / account holder | $17 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |