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 | $439,810 | $100,852+336.1% | $90,404+386.5% | $158,922+176.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.97% | 1724.20%-1699.2pp | 1293.02%-1268.0pp | 302.83%-277.9pp |
| Employer contribution / active EE | $3,690 | $3,6890% | $3,262+13.1% | $4,761-22.5% |
| Participant deferral / active EE | $21,576 | $4,348+396.2% | $3,963+444.4% | $5,982+260.7% |
| Admin fee / account holder | $30 | $6,501-99.5% | $5,611-99.5% | $11,246-99.7% |