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 | $705,652 | $175,202+302.8% | $149,673+371.5% | $139,434+406.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.52% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,202 | $5,474-59.8% | $4,818-54.3% | $4,751-53.6% |
| Participant deferral / active EE | $15,170 | $6,519+132.7% | $5,680+167.1% | $6,710+126.1% |
| Admin fee / account holder | $233 | $16,150-98.6% | $13,210-98.2% | $11,403-98.0% |