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 | $568,003 | $165,335+243.5% | $149,696+279.4% | $158,922+257.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.27% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $13,083 | $5,103+156.4% | $4,644+181.7% | $4,761+174.8% |
| Participant deferral / active EE | $14,044 | $7,181+95.6% | $6,842+105.3% | $5,982+134.8% |
| Admin fee / account holder | $125 | $10,807-98.8% | $9,309-98.7% | $11,246-98.9% |