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 | $289,015 | $232,540+24.3% | $185,117+56.1% | $147,584+95.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 19.99% | 43.03%-23.0pp | 40.50%-20.5pp | 578.55%-558.6pp |
| Employer contribution / active EE | $9,296 | $5,195+78.9% | $4,182+122.3% | $4,876+90.6% |
| Participant deferral / active EE | $13,804 | $5,834+136.6% | $5,045+173.6% | $5,439+153.8% |
| Admin fee / account holder | $25 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |