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 | $284,742 | $217,402+31.0% | $185,823+53.2% | $167,490+70.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.08% | 148.36%-124.3pp | 122.05%-98.0pp | 478.56%-454.5pp |
| Employer contribution / active EE | $5,167 | $5,873-12.0% | $5,1670% | $4,837+6.8% |
| Participant deferral / active EE | $12,241 | $6,356+92.6% | $5,568+119.8% | $6,341+93.0% |
| Admin fee / account holder | $155 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |