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 | $560,134 | $102,966+444.0% | $90,281+520.4% | $152,861+266.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.74% | 95.16%-69.4pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $9,465 | $3,139+201.6% | $2,854+231.6% | $4,762+98.7% |
| Participant deferral / active EE | $9,976 | $4,281+133.0% | $3,885+156.7% | $5,850+70.5% |
| Admin fee / account holder | $2 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |