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 | $613,160 | $102,966+495.5% | $90,281+579.2% | $152,861+301.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.55% | 95.16%-71.6pp | 78.10%-54.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $18,136 | $3,139+477.8% | $2,854+535.4% | $4,762+280.8% |
| Participant deferral / active EE | $9,719 | $4,281+127.0% | $3,885+150.2% | $5,850+66.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |