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 | $281,700 | $165,984+69.7% | $164,813+70.9% | $145,922+93.0% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 27.55% | 100.03%-72.5pp | 69.93%-42.4pp | 561.29%-533.7pp |
| Employer contribution / active EE | $5,049 | $5,273-4.2% | $4,341+16.3% | $4,660+8.4% |
| Participant deferral / active EE | $6,619 | $6,959-4.9% | $6,031+9.7% | $6,688-1.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |