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 | $646,914 | $183,963+251.7% | $162,163+298.9% | $152,861+323.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.89% | 150.76%-123.9pp | 115.59%-88.7pp | 345.32%-318.4pp |
| Employer contribution / active EE | $38,449 | $6,371+503.5% | $5,614+584.9% | $4,762+707.4% |
| Participant deferral / active EE | $28,100 | $8,034+249.8% | $7,298+285.0% | $5,850+380.3% |
| Admin fee / account holder | $4 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |