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 | $877,265 | $203,436+331.2% | $152,466+475.4% | $167,490+423.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 13.49% | 13.80%-0.3pp | 757.33%-743.8pp | 478.56%-465.1pp |
| Employer contribution / active EE | $9,809 | $5,220+87.9% | $4,327+126.7% | $4,837+102.8% |
| Participant deferral / active EE | $13,159 | $6,716+95.9% | $5,820+126.1% | $6,341+107.5% |
| Admin fee / account holder | $3 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |