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 | $257,922 | $217,402+18.6% | $185,823+38.8% | $167,490+54.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.46% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $6,343 | $5,873+8.0% | $5,167+22.8% | $4,837+31.1% |
| Participant deferral / active EE | $7,206 | $6,356+13.4% | $5,568+29.4% | $6,341+13.6% |
| Admin fee / account holder | $76 | $19,811-99.6% | $16,237-99.5% | $12,309-99.4% |