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 | $555,133 | $175,202+216.9% | $149,673+270.9% | $139,434+298.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.66% | 166.71%-150.0pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $12,052 | $5,474+120.2% | $4,818+150.2% | $4,751+153.7% |
| Participant deferral / active EE | $9,368 | $6,519+43.7% | $5,680+64.9% | $6,710+39.6% |
| Admin fee / account holder | $27 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |