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 | $251,279 | $209,832+19.8% | $189,513+32.6% | $167,490+50.0% |
| Participation rate | 86.4% | 88.7%-2.3pp | 87.8%-1.4pp | 82.1%+4.3pp |
| Annual return | 13.32% | 748.27%-735.0pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,634 | $6,914-47.4% | $6,162-41.0% | $4,837-24.9% |
| Participant deferral / active EE | $10,613 | $8,935+18.8% | $8,221+29.1% | $6,341+67.4% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |