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 6-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 | $255,926 | $159,901+60.1% | $146,958+74.1% | $145,922+75.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 34.14% | 98.13%-64.0pp | 418.34%-384.2pp | 561.29%-527.1pp |
| Employer contribution / active EE | $10,651 | $5,286+101.5% | $4,933+115.9% | $4,660+128.6% |
| Participant deferral / active EE | $15,316 | $8,428+81.7% | $8,070+89.8% | $6,688+129.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |