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 | $361,872 | $197,591+83.1% | $177,821+103.5% | $158,922+127.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 134.18% | 58.76%+75.4pp | 48.32%+85.9pp | 302.83%-168.6pp |
| Employer contribution / active EE | $2,425 | $6,697-63.8% | $5,918-59.0% | $4,761-49.1% |
| Participant deferral / active EE | $14,625 | $8,405+74.0% | $7,714+89.6% | $5,982+144.5% |
| Admin fee / account holder | $103 | $15,399-99.3% | $12,427-99.2% | $11,246-99.1% |