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 | $435,900 | $107,334+306.1% | $92,893+369.2% | $152,861+185.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.88% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,495 | $4,221-40.9% | $3,653-31.7% | $4,762-47.6% |
| Participant deferral / active EE | $16,840 | $4,845+247.6% | $4,236+297.5% | $5,850+187.9% |
| Admin fee / account holder | $17 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |