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 | $315,942 | $159,602+98.0% | $150,045+110.6% | $142,382+121.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.40% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $8,682 | $4,961+75.0% | $4,693+85.0% | $4,299+101.9% |
| Participant deferral / active EE | $17,023 | $8,310+104.8% | $7,997+112.9% | $6,507+161.6% |
| Admin fee / account holder | $149 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |