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 | $259,418 | $183,519+41.4% | $155,509+66.8% | $145,922+77.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.53% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.8pp |
| Employer contribution / active EE | $7,237 | $5,313+36.2% | $4,672+54.9% | $4,660+55.3% |
| Participant deferral / active EE | $6,089 | $6,462-5.8% | $5,626+8.2% | $6,688-9.0% |
| Admin fee / account holder | $11 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |