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 | $385,330 | $165,335+133.1% | $149,696+157.4% | $158,922+142.5% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 13.23% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $7,119 | $5,103+39.5% | $4,644+53.3% | $4,761+49.5% |
| Participant deferral / active EE | $7,373 | $7,181+2.7% | $6,842+7.8% | $5,982+23.3% |
| Admin fee / account holder | $48 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |