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 | $304,124 | $197,591+53.9% | $177,821+71.0% | $158,922+91.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 39.41% | 58.76%-19.3pp | 48.32%-8.9pp | 302.83%-263.4pp |
| Employer contribution / active EE | $11,386 | $6,697+70.0% | $5,918+92.4% | $4,761+139.1% |
| Participant deferral / active EE | $10,400 | $8,405+23.7% | $7,714+34.8% | $5,982+73.9% |
| Admin fee / account holder | $186 | $15,399-98.8% | $12,427-98.5% | $11,246-98.3% |