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 | $571,282 | $132,634+330.7% | $115,768+393.5% | $137,256+316.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.49% | 160.70%-147.2pp | 100.46%-87.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $14,785 | $3,360+340.1% | $2,940+402.9% | $4,156+255.7% |
| Participant deferral / active EE | $8,563 | $5,619+52.4% | $4,917+74.2% | $6,407+33.6% |
| Admin fee / account holder | $10 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |