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 | $581,079 | $109,982+428.3% | $97,226+497.7% | $145,922+298.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.43% | 242.90%-227.5pp | 75.13%-59.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,800 | $3,084-41.6% | $2,729-34.0% | $4,660-61.4% |
| Participant deferral / active EE | $4,500 | $4,676-3.8% | $4,264+5.5% | $6,688-32.7% |
| Admin fee / account holder | $120 | $6,221-98.1% | $5,654-97.9% | $13,397-99.1% |