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 | $389,372 | $198,466+96.2% | $170,442+128.4% | $147,584+163.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 25.17% | 257.29%-232.1pp | 205.93%-180.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $11,858 | $6,184+91.8% | $5,433+118.3% | $4,876+143.2% |
| Participant deferral / active EE | $7,404 | $5,629+31.5% | $4,939+49.9% | $5,439+36.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |