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 | $833,891 | $183,519+354.4% | $155,509+436.2% | $145,922+471.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.33% | 61.17%-34.8pp | 64.67%-38.3pp | 561.29%-535.0pp |
| Employer contribution / active EE | $2,319 | $5,313-56.4% | $4,672-50.4% | $4,660-50.2% |
| Participant deferral / active EE | $2,400 | $6,462-62.9% | $5,626-57.3% | $6,688-64.1% |
| Admin fee / account holder | $80 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |