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 5-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 | $814,262 | $114,381+611.9% | $107,525+657.3% | $142,382+471.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 73.67% | 242.71%-169.0pp | 181.32%-107.6pp | 217.08%-143.4pp |
| Employer contribution / active EE | $2,858 | $4,015-28.8% | $3,754-23.9% | $4,299-33.5% |
| Participant deferral / active EE | $2,697 | $5,564-51.5% | $5,116-47.3% | $6,507-58.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |