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 | $259,259 | $162,781+59.3% | $133,956+93.5% | $158,922+63.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.64% | 41.94%-24.3pp | 45.09%-27.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $8,967 | $4,975+80.2% | $3,919+128.8% | $4,761+88.3% |
| Participant deferral / active EE | $13,233 | $5,911+123.9% | $5,048+162.2% | $5,982+121.2% |
| Admin fee / account holder | $13 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |