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 | $400,280 | $177,572+125.4% | $154,803+158.6% | $142,382+181.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,418 | $4,810+33.4% | $4,305+49.1% | $4,299+49.3% |
| Participant deferral / active EE | $11,639 | $6,272+85.6% | $5,540+110.1% | $6,507+78.9% |
| Admin fee / account holder | $32 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |