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 | $256,443 | $102,966+149.1% | $90,281+184.0% | $152,861+67.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.41% | 95.16%-76.7pp | 78.10%-59.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $5,207 | $3,139+65.9% | $2,854+82.4% | $4,762+9.3% |
| Participant deferral / active EE | $5,280 | $4,281+23.3% | $3,885+35.9% | $5,850-9.7% |
| Admin fee / account holder | $122 | $6,171-98.0% | $5,351-97.7% | $11,596-98.9% |