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 6-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 | $316,363 | $168,632+87.6% | $147,614+114.3% | $125,391+152.3% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 1.93% | 77.65%-75.7pp | 61.98%-60.0pp | 282.22%-280.3pp |
| Employer contribution / active EE | $8,691 | $6,252+39.0% | $5,564+56.2% | $4,866+78.6% |
| Participant deferral / active EE | $5,249 | $5,507-4.7% | $4,895+7.2% | $5,352-1.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |