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 | $270,488 | $198,466+36.3% | $170,442+58.7% | $147,584+83.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.45% | 257.29%-241.8pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $9,008 | $6,184+45.7% | $5,433+65.8% | $4,876+84.7% |
| Participant deferral / active EE | $8,952 | $5,629+59.0% | $4,939+81.2% | $5,439+64.6% |
| Admin fee / account holder | $15 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |