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 | $386,293 | $159,602+142.0% | $150,045+157.5% | $142,382+171.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.95% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,928 | $4,961+80.0% | $4,693+90.2% | $4,299+107.7% |
| Participant deferral / active EE | $17,785 | $8,310+114.0% | $7,997+122.4% | $6,507+173.3% |
| Admin fee / account holder | $169 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |