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 | $469,026 | $183,519+155.6% | $155,509+201.6% | $145,922+221.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.78% | 61.17%-42.4pp | 64.67%-45.9pp | 561.29%-542.5pp |
| Employer contribution / active EE | $14,708 | $5,313+176.8% | $4,672+214.8% | $4,660+215.6% |
| Participant deferral / active EE | $8,962 | $6,462+38.7% | $5,626+59.3% | $6,688+34.0% |
| Admin fee / account holder | $72 | $19,313-99.6% | $15,912-99.5% | $13,397-99.5% |