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 | $255,524 | $197,591+29.3% | $177,821+43.7% | $158,922+60.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.24% | 58.76%-40.5pp | 48.32%-30.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $15,786 | $6,697+135.7% | $5,918+166.7% | $4,761+231.6% |
| Participant deferral / active EE | $10,013 | $8,405+19.1% | $7,714+29.8% | $5,982+67.4% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |