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 | $252,059 | $168,632+49.5% | $147,614+70.8% | $125,391+101.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.33% | 77.65%-72.3pp | 61.98%-56.6pp | 282.22%-276.9pp |
| Employer contribution / active EE | $16,297 | $6,252+160.7% | $5,564+192.9% | $4,866+234.9% |
| Participant deferral / active EE | $9,656 | $5,507+75.4% | $4,895+97.3% | $5,352+80.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |