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 | $276,117 | $198,466+39.1% | $170,442+62.0% | $147,584+87.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.78% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $11,537 | $6,184+86.6% | $5,433+112.4% | $4,876+136.6% |
| Participant deferral / active EE | $11,138 | $5,629+97.9% | $4,939+125.5% | $5,439+104.8% |
| Admin fee / account holder | $276 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |