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 | $419,777 | $183,519+128.7% | $155,509+169.9% | $145,922+187.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 19.00% | 61.17%-42.2pp | 64.67%-45.7pp | 561.29%-542.3pp |
| Employer contribution / active EE | $6,667 | $5,313+25.5% | $4,672+42.7% | $4,660+43.1% |
| Participant deferral / active EE | $11,152 | $6,462+72.6% | $5,626+98.2% | $6,688+66.7% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |