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 | $334,870 | $183,592+82.4% | $155,567+115.3% | $145,959+129.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $8,017 | $5,315+50.8% | $4,674+71.5% | $4,661+72.0% |
| Participant deferral / active EE | $6,171 | $6,464-4.5% | $5,628+9.6% | $6,689-7.7% |
| Admin fee / account holder | $174 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |