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 | $529,249 | $105,859+400.0% | $90,160+487.0% | $147,584+258.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.14% | 37.63%-15.5pp | 34.88%-12.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $22,206 | $4,126+438.2% | $3,318+569.2% | $4,876+355.4% |
| Participant deferral / active EE | $12,592 | $5,733+119.6% | $5,288+138.1% | $5,439+131.5% |
| Admin fee / account holder | $93 | $8,046-98.8% | $5,943-98.4% | $10,885-99.1% |