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 | $507,663 | $124,185+308.8% | $108,410+368.3% | $167,490+203.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.91% | 1379.64%-1358.7pp | 905.27%-884.4pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,459 | $4,187-41.3% | $3,558-30.9% | $4,837-49.2% |
| Participant deferral / active EE | $13,247 | $6,908+91.8% | $6,563+101.9% | $6,341+108.9% |
| Admin fee / account holder | $24 | $9,455-99.7% | $7,295-99.7% | $12,309-99.8% |