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 | $570,315 | $159,901+256.7% | $146,958+288.1% | $145,922+290.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.46% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $14,582 | $5,286+175.8% | $4,933+195.6% | $4,660+212.9% |
| Participant deferral / active EE | $15,053 | $8,428+78.6% | $8,070+86.5% | $6,688+125.1% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |