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 | $606,580 | $159,901+279.3% | $146,958+312.8% | $145,922+315.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.55% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $9,644 | $5,286+82.4% | $4,933+95.5% | $4,660+107.0% |
| Participant deferral / active EE | $10,000 | $8,428+18.6% | $8,070+23.9% | $6,688+49.5% |
| Admin fee / account holder | $7 | $15,044-100.0% | $12,998-99.9% | $13,397-99.9% |