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 | $308,877 | $217,402+42.1% | $185,823+66.2% | $167,490+84.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.66% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $17,903 | $5,873+204.8% | $5,167+246.5% | $4,837+270.1% |
| Participant deferral / active EE | $10,885 | $6,356+71.3% | $5,568+95.5% | $6,341+71.7% |
| Admin fee / account holder | $69 | $19,811-99.7% | $16,237-99.6% | $12,309-99.4% |