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 | $350,764 | $183,519+91.1% | $155,509+125.6% | $145,922+140.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.22% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $6,647 | $5,313+25.1% | $4,672+42.3% | $4,660+42.7% |
| Participant deferral / active EE | $7,444 | $6,462+15.2% | $5,626+32.3% | $6,688+11.3% |
| Admin fee / account holder | $102 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |