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 | $274,339 | $144,119+90.4% | $117,854+132.8% | $147,584+85.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 14.59% | 531.15%-516.6pp | 335.08%-320.5pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,610 | $4,896-46.7% | $3,786-31.1% | $4,876-46.5% |
| Participant deferral / active EE | $9,564 | $5,316+79.9% | $4,482+113.4% | $5,439+75.8% |
| Admin fee / account holder | $27 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |