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 | $307,769 | $176,056+74.8% | $159,436+93.0% | $167,490+83.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.11% | 331.75%-315.6pp | 263.57%-247.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,150 | $5,297-59.4% | $4,829-55.5% | $4,837-55.6% |
| Participant deferral / active EE | $16,182 | $7,750+108.8% | $7,352+120.1% | $6,341+155.2% |
| Admin fee / account holder | $60 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |