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 | $277,412 | $148,534+86.8% | $135,903+104.1% | $139,434+99.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.04% | 79.19%-38.1pp | 68.23%-27.2pp | 372.94%-331.9pp |
| Employer contribution / active EE | $3,575 | $5,243-31.8% | $4,856-26.4% | $4,751-24.8% |
| Participant deferral / active EE | $11,988 | $8,100+48.0% | $7,758+54.5% | $6,710+78.6% |
| Admin fee / account holder | $1 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |