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 | $318,409 | $102,966+209.2% | $90,281+252.7% | $152,861+108.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.34% | 95.16%-72.8pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $9,540 | $3,139+203.9% | $2,854+234.2% | $4,762+100.3% |
| Participant deferral / active EE | $13,294 | $4,281+210.5% | $3,885+242.2% | $5,850+127.2% |
| Admin fee / account holder | $174 | $6,171-97.2% | $5,351-96.7% | $11,596-98.5% |