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 | $358,963 | $159,602+124.9% | $150,045+139.2% | $142,382+152.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.32% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $9,735 | $4,961+96.2% | $4,693+107.4% | $4,299+126.4% |
| Participant deferral / active EE | $28,165 | $8,310+238.9% | $7,997+252.2% | $6,507+332.8% |
| Admin fee / account holder | $298 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |