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 | $383,536 | $183,519+109.0% | $155,509+146.6% | $145,922+162.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.06% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,056 | $5,313-4.8% | $4,672+8.2% | $4,660+8.5% |
| Participant deferral / active EE | $11,113 | $6,462+72.0% | $5,626+97.5% | $6,688+66.2% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |