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 | $397,411 | $217,402+82.8% | $185,823+113.9% | $167,490+137.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.39% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,565 | $5,873-56.3% | $5,167-50.4% | $4,837-47.0% |
| Participant deferral / active EE | $7,325 | $6,356+15.2% | $5,568+31.6% | $6,341+15.5% |
| Admin fee / account holder | $178 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |