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 | $318,809 | $202,318+57.6% | $172,739+84.6% | $152,861+108.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 12.64% | 1029.65%-1017.0pp | 802.84%-790.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $2,834 | $5,856-51.6% | $5,143-44.9% | $4,762-40.5% |
| Participant deferral / active EE | $5,556 | $5,948-6.6% | $5,198+6.9% | $5,850-5.0% |
| Admin fee / account holder | $97 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |