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 | $349,903 | $214,378+63.2% | $200,582+74.4% | $142,382+145.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.01% | 46.41%-25.4pp | 42.33%-21.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $9,710 | $6,841+41.9% | $6,419+51.3% | $4,299+125.9% |
| Participant deferral / active EE | $9,962 | $9,865+1.0% | $9,331+6.8% | $6,507+53.1% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |