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 | $915,135 | $175,202+422.3% | $149,673+511.4% | $139,434+556.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.50% | 166.71%-141.2pp | 134.42%-108.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,683 | $5,474-51.0% | $4,818-44.3% | $4,751-43.5% |
| Participant deferral / active EE | $23,300 | $6,519+257.4% | $5,680+310.2% | $6,710+247.2% |
| Admin fee / account holder | $60 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |