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 4-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 | $839,569 | $201,272+317.1% | $184,203+355.8% | $145,922+475.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.92% | 29.00%-6.1pp | 28.81%-5.9pp | 561.29%-538.4pp |
| Employer contribution / active EE | $7,725 | $7,022+10.0% | $6,427+20.2% | $4,660+65.8% |
| Participant deferral / active EE | $8,588 | $9,806-12.4% | $9,131-6.0% | $6,688+28.4% |
| Admin fee / account holder | $81 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |