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 | $447,768 | $107,334+317.2% | $92,893+382.0% | $152,861+192.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.93% | 145.58%-116.7pp | 109.41%-80.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $23,375 | $4,221+453.8% | $3,653+539.9% | $4,762+390.8% |
| Participant deferral / active EE | $23,000 | $4,845+374.7% | $4,236+443.0% | $5,850+293.2% |
| Admin fee / account holder | $234 | $7,079-96.7% | $5,794-96.0% | $11,596-98.0% |