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 | $255,929 | $202,318+26.5% | $172,739+48.2% | $152,861+67.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 22.06% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,888 | $5,856-67.8% | $5,143-63.3% | $4,762-60.4% |
| Participant deferral / active EE | $6,503 | $5,948+9.3% | $5,198+25.1% | $5,850+11.2% |
| Admin fee / account holder | $247 | $17,109-98.6% | $13,954-98.2% | $11,596-97.9% |