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 | $300,386 | $217,402+38.2% | $185,823+61.7% | $167,490+79.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.24% | 148.36%-121.1pp | 122.05%-94.8pp | 478.56%-451.3pp |
| Employer contribution / active EE | $8,314 | $5,873+41.6% | $5,167+60.9% | $4,837+71.9% |
| Participant deferral / active EE | $11,108 | $6,356+74.8% | $5,568+99.5% | $6,341+75.2% |
| Admin fee / account holder | $29 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |