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 | $361,703 | $201,272+79.7% | $184,203+96.4% | $145,922+147.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 32.09% | 29.00%+3.1pp | 28.81%+3.3pp | 561.29%-529.2pp |
| Employer contribution / active EE | $16,482 | $7,022+134.7% | $6,427+156.4% | $4,660+253.7% |
| Participant deferral / active EE | $11,292 | $9,806+15.2% | $9,131+23.7% | $6,688+68.8% |
| Admin fee / account holder | $2 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |