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 | $357,491 | $100,773+254.7% | $88,946+301.9% | $142,382+151.1% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 14.79% | 70.18%-55.4pp | 57.82%-43.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,461 | $2,918-15.7% | $2,555-3.7% | $4,299-42.8% |
| Participant deferral / active EE | $6,323 | $5,230+20.9% | $4,581+38.0% | $6,507-2.8% |
| Admin fee / account holder | $4 | $9,693-100.0% | $8,261-99.9% | $12,624-100.0% |