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 | $397,354 | $102,966+285.9% | $90,281+340.1% | $152,861+159.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.06% | 95.16%-69.1pp | 78.10%-52.0pp | 345.32%-319.3pp |
| Employer contribution / active EE | $12,440 | $3,139+296.3% | $2,854+335.8% | $4,762+161.2% |
| Participant deferral / active EE | $7,505 | $4,281+75.3% | $3,885+93.2% | $5,850+28.3% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |