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 | $294,029 | $175,202+67.8% | $149,673+96.4% | $139,434+110.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 23.46% | 166.71%-143.2pp | 134.42%-111.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $6,709 | $5,474+22.6% | $4,818+39.3% | $4,751+41.2% |
| Participant deferral / active EE | $9,976 | $6,519+53.0% | $5,680+75.6% | $6,710+48.7% |
| Admin fee / account holder | $15 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |