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 | $279,799 | $183,963+52.1% | $162,163+72.5% | $152,861+83.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 28.45% | 150.76%-122.3pp | 115.59%-87.1pp | 345.32%-316.9pp |
| Employer contribution / active EE | $29,600 | $6,371+364.6% | $5,614+427.3% | $4,762+521.6% |
| Participant deferral / active EE | $15,200 | $8,034+89.2% | $7,298+108.3% | $5,850+159.8% |
| Admin fee / account holder | $42 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |