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 | $567,315 | $111,724+407.8% | $93,606+506.1% | $145,922+288.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 12.12% | 202.98%-190.9pp | 133.20%-121.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,898 | $3,090+26.1% | $2,420+61.1% | $4,660-16.4% |
| Participant deferral / active EE | $8,475 | $4,912+72.5% | $4,411+92.1% | $6,688+26.7% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |