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 | $606,414 | $152,587+297.4% | $125,175+384.5% | $152,861+296.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.34% | 54.84%-32.5pp | 43.79%-21.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $29,000 | $4,946+486.3% | $3,865+650.2% | $4,762+509.0% |
| Participant deferral / active EE | $19,667 | $5,868+235.2% | $4,937+298.4% | $5,850+236.2% |
| Admin fee / account holder | $13 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |