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 | $835,385 | $228,332+265.9% | $185,823+349.6% | $158,922+425.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 37.98% | 40.80%-2.8pp | 35.95%+2.0pp | 302.83%-264.8pp |
| Employer contribution / active EE | $8,400 | $4,967+69.1% | $4,087+105.5% | $4,761+76.4% |
| Participant deferral / active EE | $12,610 | $6,415+96.6% | $5,632+123.9% | $5,982+110.8% |
| Admin fee / account holder | $30 | $11,864-99.7% | $9,500-99.7% | $11,246-99.7% |