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 | $318,473 | $183,963+73.1% | $162,163+96.4% | $152,861+108.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.00% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,431 | $6,371-61.8% | $5,614-56.7% | $4,762-48.9% |
| Participant deferral / active EE | $5,421 | $8,034-32.5% | $7,298-25.7% | $5,850-7.3% |
| Admin fee / account holder | $62 | $13,121-99.5% | $10,843-99.4% | $11,596-99.5% |