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 | $590,925 | $102,966+473.9% | $90,281+554.5% | $152,861+286.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 29.26% | 95.16%-65.9pp | 78.10%-48.8pp | 345.32%-316.1pp |
| Employer contribution / active EE | $3,063 | $3,139-2.4% | $2,854+7.3% | $4,762-35.7% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.4% | $5,850+327.3% |
| Admin fee / account holder | $66 | $6,171-98.9% | $5,351-98.8% | $11,596-99.4% |