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 | $384,388 | $209,411+83.6% | $178,490+115.4% | $158,922+141.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.70% | 188.75%-152.0pp | 151.07%-114.4pp | 302.83%-266.1pp |
| Employer contribution / active EE | $7,660 | $5,706+34.2% | $5,011+52.9% | $4,761+60.9% |
| Participant deferral / active EE | $5,425 | $5,954-8.9% | $5,202+4.3% | $5,982-9.3% |
| Admin fee / account holder | $89 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |