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 | $296,044 | $176,377+67.8% | $134,143+120.7% | $158,922+86.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.68% | 63.63%-52.9pp | 36.33%-25.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $25,000 | $5,040+396.0% | $3,704+575.0% | $4,761+425.1% |
| Participant deferral / active EE | $17,333 | $4,091+323.7% | $3,499+395.4% | $5,982+189.8% |
| Admin fee / account holder | $70 | $8,718-99.2% | $6,684-99.0% | $11,246-99.4% |