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 | $608,770 | $111,724+444.9% | $93,606+550.4% | $145,922+317.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 24.23% | 202.98%-178.7pp | 133.20%-109.0pp | 561.29%-537.1pp |
| Employer contribution / active EE | $5,172 | $3,090+67.4% | $2,420+113.7% | $4,660+11.0% |
| Participant deferral / active EE | $16,101 | $4,912+227.8% | $4,411+265.0% | $6,688+140.8% |
| Admin fee / account holder | $33 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |