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 | $776,486 | $115,770+570.7% | $101,248+666.9% | $158,922+388.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.31% | 56.14%-28.8pp | 46.47%-19.2pp | 302.83%-275.5pp |
| Employer contribution / active EE | $4,000 | $4,175-4.2% | $3,660+9.3% | $4,761-16.0% |
| Participant deferral / active EE | $20,992 | $4,957+323.5% | $4,370+380.4% | $5,982+250.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |