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 | $484,089 | $100,852+380.0% | $90,404+435.5% | $158,922+204.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.51% | 1724.20%-1712.7pp | 1293.02%-1281.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $11,080 | $3,689+200.4% | $3,262+239.7% | $4,761+132.7% |
| Participant deferral / active EE | $11,627 | $4,348+167.4% | $3,963+193.4% | $5,982+94.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |