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 | $339,214 | $175,202+93.6% | $149,673+126.6% | $139,434+143.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.08% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $5,314 | $5,474-2.9% | $4,818+10.3% | $4,751+11.9% |
| Participant deferral / active EE | $10,463 | $6,519+60.5% | $5,680+84.2% | $6,710+55.9% |
| Admin fee / account holder | $47 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |