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 9-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 | $254,860 | $159,901+59.4% | $146,958+73.4% | $145,922+74.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.19% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $4,024 | $5,286-23.9% | $4,933-18.4% | $4,660-13.6% |
| Participant deferral / active EE | $20,243 | $8,428+140.2% | $8,070+150.8% | $6,688+202.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |