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 | $271,749 | $217,402+25.0% | $185,823+46.2% | $167,490+62.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.37% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $16,154 | $5,873+175.0% | $5,167+212.6% | $4,837+233.9% |
| Participant deferral / active EE | $17,600 | $6,356+176.9% | $5,568+216.1% | $6,341+177.5% |
| Admin fee / account holder | $35 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |