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 | $587,136 | $176,812+232.1% | $146,665+300.3% | $167,490+250.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.39% | 24.03%-10.6pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $19,000 | $5,160+268.2% | $4,136+359.3% | $4,837+292.8% |
| Participant deferral / active EE | $34,473 | $6,440+435.3% | $5,506+526.1% | $6,341+443.6% |
| Admin fee / account holder | $95 | $13,259-99.3% | $10,280-99.1% | $12,309-99.2% |