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 4-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 | $361,742 | $179,726+101.3% | $156,263+131.5% | $142,382+154.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 83.13% | 77.86%+5.3pp | 59.47%+23.7pp | 217.08%-134.0pp |
| Employer contribution / active EE | $2,350 | $5,069-53.6% | $4,333-45.8% | $4,299-45.3% |
| Participant deferral / active EE | $19,411 | $6,956+179.1% | $6,158+215.2% | $6,507+198.3% |
| Admin fee / account holder | $17 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |