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 | $332,726 | $165,335+101.2% | $149,696+122.3% | $158,922+109.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.02% | 348.15%-329.1pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $22,412 | $5,103+339.2% | $4,644+382.6% | $4,761+370.7% |
| Participant deferral / active EE | $14,997 | $7,181+108.8% | $6,842+119.2% | $5,982+150.7% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |