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 | $580,110 | $183,592+216.0% | $155,567+272.9% | $145,959+297.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,080 | $5,315-79.7% | $4,674-76.9% | $4,661-76.8% |
| Participant deferral / active EE | $16,300 | $6,464+152.2% | $5,628+189.6% | $6,689+143.7% |
| Admin fee / account holder | $130 | $19,318-99.3% | $15,916-99.2% | $13,398-99.0% |