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 | $296,381 | $214,378+38.3% | $200,582+47.8% | $142,382+108.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.04% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $8,882 | $6,841+29.8% | $6,419+38.4% | $4,299+106.6% |
| Participant deferral / active EE | $11,898 | $9,865+20.6% | $9,331+27.5% | $6,507+82.8% |
| Admin fee / account holder | $17 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |