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 | $493,481 | $232,540+112.2% | $185,117+166.6% | $147,584+234.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 83.33% | 43.03%+40.3pp | 40.50%+42.8pp | 578.55%-495.2pp |
| Employer contribution / active EE | $529 | $5,195-89.8% | $4,182-87.4% | $4,876-89.2% |
| Participant deferral / active EE | $2,375 | $5,834-59.3% | $5,045-52.9% | $5,439-56.3% |
| Admin fee / account holder | $72 | $10,275-99.3% | $8,159-99.1% | $10,885-99.3% |