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 | $513,505 | $160,055+220.8% | $140,016+266.7% | $135,375+279.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.93% | 911.38%-905.4pp | 651.12%-645.2pp | 519.73%-513.8pp |
| Employer contribution / active EE | $1,515 | $6,420-76.4% | $5,606-73.0% | $4,779-68.3% |
| Participant deferral / active EE | $5,027 | $7,642-34.2% | $6,927-27.4% | $5,609-10.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |