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 | $646,097 | $154,117+319.2% | $129,995+397.0% | $139,434+363.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.30% | 32.48%-8.2pp | -137.18%+161.5pp | 372.94%-348.6pp |
| Employer contribution / active EE | $9,284 | $5,289+75.5% | $4,320+114.9% | $4,751+95.4% |
| Participant deferral / active EE | $19,461 | $6,710+190.0% | $5,820+234.4% | $6,710+190.0% |
| Admin fee / account holder | $15 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |