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 | $257,320 | $183,519+40.2% | $155,509+65.5% | $145,922+76.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.76% | 61.17%-39.4pp | 64.67%-42.9pp | 561.29%-539.5pp |
| Employer contribution / active EE | $9,233 | $5,313+73.8% | $4,672+97.6% | $4,660+98.1% |
| Participant deferral / active EE | $11,675 | $6,462+80.7% | $5,626+107.5% | $6,688+74.6% |
| Admin fee / account holder | $244 | $19,313-98.7% | $15,912-98.5% | $13,397-98.2% |