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 | $360,835 | $74,888+381.8% | $71,209+406.7% | $142,382+153.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 19.68% | 345.14%-325.5pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,297 | $2,854+50.5% | $2,721+57.9% | $4,2990% |
| Participant deferral / active EE | $9,774 | $4,454+119.4% | $4,175+134.1% | $6,507+50.2% |
| Admin fee / account holder | $10 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |