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 | $256,929 | $197,591+30.0% | $177,821+44.5% | $158,922+61.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.61% | 58.76%-50.1pp | 48.32%-39.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $6,250 | $6,697-6.7% | $5,918+5.6% | $4,761+31.3% |
| Participant deferral / active EE | $13,875 | $8,405+65.1% | $7,714+79.9% | $5,982+131.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |