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 | $283,660 | $217,402+30.5% | $185,823+52.7% | $167,490+69.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.08% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $9,879 | $5,873+68.2% | $5,167+91.2% | $4,837+104.2% |
| Participant deferral / active EE | $13,000 | $6,356+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $13 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |