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 | $308,477 | $209,411+47.3% | $178,490+72.8% | $158,922+94.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.17% | 188.75%-164.6pp | 151.07%-126.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $5,765 | $5,706+1.0% | $5,011+15.1% | $4,761+21.1% |
| Participant deferral / active EE | $8,605 | $5,954+44.5% | $5,202+65.4% | $5,982+43.9% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |