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 | $790,054 | $127,065+521.8% | $113,168+598.1% | $142,382+454.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.60% | 24.03%-6.4pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $9,000 | $3,442+161.5% | $2,975+202.5% | $4,299+109.3% |
| Participant deferral / active EE | $30,500 | $5,716+433.6% | $5,107+497.2% | $6,507+368.7% |
| Admin fee / account holder | $32 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |