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 | $256,586 | $102,966+149.2% | $90,281+184.2% | $152,861+67.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 23.45% | 95.16%-71.7pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $7,256 | $3,139+131.2% | $2,854+154.2% | $4,762+52.4% |
| Participant deferral / active EE | $12,949 | $4,281+202.4% | $3,885+233.3% | $5,850+121.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |