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 | $270,901 | $217,402+24.6% | $185,823+45.8% | $167,490+61.7% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 13.03% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,849 | $5,873-51.5% | $5,167-44.9% | $4,837-41.1% |
| Participant deferral / active EE | $5,150 | $6,356-19.0% | $5,568-7.5% | $6,341-18.8% |
| Admin fee / account holder | $158 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |