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 | $610,491 | $85,022+618.0% | $70,515+765.8% | $139,434+337.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.21% | 30.38%-15.2pp | 32.77%-17.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $21,229 | $3,909+443.1% | $2,973+614.0% | $4,751+346.9% |
| Participant deferral / active EE | $11,271 | $5,890+91.3% | $4,567+146.8% | $6,710+68.0% |
| Admin fee / account holder | $50 | $8,906-99.4% | $6,412-99.2% | $11,403-99.6% |