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 | $479,621 | $90,600+429.4% | $79,464+503.6% | $135,375+254.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.73% | 977.43%-968.7pp | 718.14%-709.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $5,466 | $3,068+78.2% | $2,800+95.2% | $4,779+14.4% |
| Participant deferral / active EE | $11,049 | $4,050+172.8% | $3,704+198.3% | $5,609+97.0% |
| Admin fee / account holder | $25 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |