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 | $276,501 | $209,832+31.8% | $189,513+45.9% | $167,490+65.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.11% | 748.27%-734.2pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,639 | $6,914-76.3% | $6,162-73.4% | $4,837-66.1% |
| Participant deferral / active EE | $14,617 | $8,935+63.6% | $8,221+77.8% | $6,341+130.5% |
| Admin fee / account holder | $32 | $14,293-99.8% | $12,045-99.7% | $12,309-99.7% |