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 | $319,430 | $176,056+81.4% | $159,436+100.4% | $167,490+90.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.79% | 331.75%-312.0pp | 263.57%-243.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $4,193 | $5,297-20.9% | $4,829-13.2% | $4,837-13.3% |
| Participant deferral / active EE | $8,306 | $7,750+7.2% | $7,352+13.0% | $6,341+31.0% |
| Admin fee / account holder | $12 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |