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 | $541,633 | $133,922+304.4% | $116,228+366.0% | $142,382+280.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.67% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.4pp |
| Employer contribution / active EE | $18,963 | $3,446+450.4% | $2,994+533.3% | $4,299+341.1% |
| Participant deferral / active EE | $14,902 | $5,672+162.7% | $4,953+200.9% | $6,507+129.0% |
| Admin fee / account holder | $88 | $14,945-99.4% | $11,989-99.3% | $12,624-99.3% |