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 | $285,363 | $217,402+31.3% | $185,823+53.6% | $167,490+70.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 19.67% | 148.36%-128.7pp | 122.05%-102.4pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,638 | $5,873-55.1% | $5,167-48.9% | $4,837-45.5% |
| Participant deferral / active EE | $5,641 | $6,356-11.2% | $5,568+1.3% | $6,341-11.0% |
| Admin fee / account holder | $54 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |