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 7-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 | $326,475 | $185,822+75.7% | $169,993+92.1% | $139,434+134.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 57.50% | 60.50%-3.0pp | 53.37%+4.1pp | 372.94%-315.4pp |
| Employer contribution / active EE | $5,218 | $7,590-31.3% | $6,785-23.1% | $4,751+9.8% |
| Participant deferral / active EE | $7,500 | $11,622-35.5% | $10,408-27.9% | $6,710+11.8% |
| Admin fee / account holder | $9 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |