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 | $277,926 | $183,519+51.4% | $155,509+78.7% | $145,922+90.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $8,000 | $5,313+50.6% | $4,672+71.2% | $4,660+71.7% |
| Participant deferral / active EE | $16,941 | $6,462+162.1% | $5,626+201.1% | $6,688+153.3% |
| Admin fee / account holder | $220 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |