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 | $702,943 | $175,202+301.2% | $149,673+369.7% | $139,434+404.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.66% | 166.71%-149.0pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $10,973 | $5,474+100.4% | $4,818+127.8% | $4,751+131.0% |
| Participant deferral / active EE | $17,453 | $6,519+167.7% | $5,680+207.3% | $6,710+160.1% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |