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 | $649,272 | $109,817+491.2% | $98,442+559.6% | $167,490+287.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.76% | 1956.69%-1939.9pp | 1492.73%-1476.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,048 | $3,224-67.5% | $2,960-64.6% | $4,837-78.3% |
| Participant deferral / active EE | $8,667 | $4,673+85.5% | $4,276+102.7% | $6,341+36.7% |
| Admin fee / account holder | $223 | $6,753-96.7% | $5,949-96.3% | $12,309-98.2% |