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 | $296,630 | $201,272+47.4% | $184,203+61.0% | $145,922+103.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.79% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,680 | $7,022+9.4% | $6,427+19.5% | $4,660+64.8% |
| Participant deferral / active EE | $18,879 | $9,806+92.5% | $9,131+106.7% | $6,688+182.3% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |