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 | $305,600 | $179,726+70.0% | $156,263+95.6% | $142,382+114.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 21.49% | 77.86%-56.4pp | 59.47%-38.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $8,809 | $5,069+73.8% | $4,333+103.3% | $4,299+104.9% |
| Participant deferral / active EE | $20,576 | $6,956+195.8% | $6,158+234.1% | $6,507+216.2% |
| Admin fee / account holder | $1 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |