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 | $339,635 | $159,901+112.4% | $146,958+131.1% | $145,922+132.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.64% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,469 | $5,286-72.2% | $4,933-70.2% | $4,660-68.5% |
| Participant deferral / active EE | $5,000 | $8,428-40.7% | $8,070-38.0% | $6,688-25.2% |
| Admin fee / account holder | $169 | $15,044-98.9% | $12,998-98.7% | $13,397-98.7% |