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 | $291,426 | $183,963+58.4% | $162,163+79.7% | $152,861+90.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.04% | 150.76%-124.7pp | 115.59%-89.6pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,067 | $6,371-67.6% | $5,614-63.2% | $4,762-56.6% |
| Participant deferral / active EE | $12,034 | $8,034+49.8% | $7,298+64.9% | $5,850+105.7% |
| Admin fee / account holder | $106 | $13,121-99.2% | $10,843-99.0% | $11,596-99.1% |