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 | $321,388 | $176,056+82.5% | $159,436+101.6% | $167,490+91.9% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 12.22% | 331.75%-319.5pp | 263.57%-251.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $6,842 | $5,297+29.2% | $4,829+41.7% | $4,837+41.4% |
| Participant deferral / active EE | $13,459 | $7,750+73.7% | $7,352+83.1% | $6,341+112.2% |
| Admin fee / account holder | $52 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |