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 | $319,132 | $157,256+102.9% | $141,162+126.1% | $152,861+108.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.19% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $11,503 | $5,261+118.7% | $4,735+142.9% | $4,762+141.5% |
| Participant deferral / active EE | $14,178 | $7,109+99.4% | $6,709+111.3% | $5,850+142.3% |
| Admin fee / account holder | $204 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |