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 | $276,745 | $105,998+161.1% | $92,233+200.0% | $147,584+87.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.91% | 50.05%-36.1pp | 176.28%-162.4pp | 578.55%-564.6pp |
| Employer contribution / active EE | $6,734 | $4,333+55.4% | $3,679+83.0% | $4,876+38.1% |
| Participant deferral / active EE | $8,236 | $4,478+83.9% | $3,897+111.4% | $5,439+51.4% |
| Admin fee / account holder | $294 | $6,332-95.4% | $5,194-94.3% | $10,885-97.3% |