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 | $492,675 | $165,335+198.0% | $149,696+229.1% | $158,922+210.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.38% | 348.15%-309.8pp | 276.60%-238.2pp | 302.83%-264.4pp |
| Employer contribution / active EE | $3,144 | $5,103-38.4% | $4,644-32.3% | $4,761-34.0% |
| Participant deferral / active EE | $22,750 | $7,181+216.8% | $6,842+232.5% | $5,982+280.3% |
| Admin fee / account holder | $70 | $10,807-99.4% | $9,309-99.2% | $11,246-99.4% |