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 | $252,386 | $226,064+11.6% | $182,532+38.3% | $152,861+65.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.03% | 192.51%-176.5pp | 148.54%-132.5pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,667 | $4,978-66.5% | $4,076-59.1% | $4,762-65.0% |
| Participant deferral / active EE | $7,602 | $6,368+19.4% | $5,524+37.6% | $5,850+29.9% |
| Admin fee / account holder | $23 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |