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 | $341,117 | $115,770+194.7% | $101,248+236.9% | $158,922+114.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.49% | 56.14%-47.6pp | 46.47%-38.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $10,418 | $4,175+149.6% | $3,660+184.7% | $4,761+118.8% |
| Participant deferral / active EE | $3,355 | $4,957-32.3% | $4,370-23.2% | $5,982-43.9% |
| Admin fee / account holder | $11 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |