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 | $264,493 | $152,587+73.3% | $125,175+111.3% | $152,861+73.0% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 22.95% | 54.84%-31.9pp | 43.79%-20.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,425 | $4,946-30.8% | $3,865-11.4% | $4,762-28.1% |
| Participant deferral / active EE | $12,216 | $5,868+108.2% | $4,937+147.5% | $5,850+108.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |