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 | $384,093 | $175,202+119.2% | $149,673+156.6% | $139,434+175.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 28.48% | 166.71%-138.2pp | 134.42%-105.9pp | 372.94%-344.5pp |
| Employer contribution / active EE | $2,370 | $5,474-56.7% | $4,818-50.8% | $4,751-50.1% |
| Participant deferral / active EE | $7,089 | $6,519+8.7% | $5,680+24.8% | $6,710+5.6% |
| Admin fee / account holder | $154 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |