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 | $474,157 | $102,966+360.5% | $90,281+425.2% | $152,861+210.2% |
| Participation rate | 70.6% | 75.9%-5.3pp | 73.3%-2.7pp | 82.4%-11.9pp |
| Annual return | 19.50% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,571 | $3,139-18.1% | $2,854-9.9% | $4,762-46.0% |
| Participant deferral / active EE | $8,265 | $4,281+93.0% | $3,885+112.7% | $5,850+41.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |