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 | $332,416 | $198,466+67.5% | $170,442+95.0% | $147,584+125.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.89% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,186 | $6,184-48.5% | $5,433-41.4% | $4,876-34.7% |
| Participant deferral / active EE | $8,500 | $5,629+51.0% | $4,939+72.1% | $5,439+56.3% |
| Admin fee / account holder | $96 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |