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 | $640,015 | $107,934+493.0% | $91,989+595.8% | $152,861+318.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.29% | 89.24%-68.0pp | 69.02%-47.7pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,503 | $4,210+7.0% | $3,452+30.4% | $4,762-5.5% |
| Participant deferral / active EE | $4,530 | $6,364-28.8% | $5,923-23.5% | $5,850-22.6% |
| Admin fee / account holder | $50 | $10,520-99.5% | $7,743-99.4% | $11,596-99.6% |