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 | $310,733 | $172,111+80.5% | $150,298+106.7% | $137,256+126.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.52% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $8,283 | $4,636+78.7% | $4,154+99.4% | $4,156+99.3% |
| Participant deferral / active EE | $9,545 | $6,166+54.8% | $5,453+75.0% | $6,407+49.0% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |