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 | $562,036 | $165,984+238.6% | $164,813+241.0% | $145,922+285.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.30% | 100.03%-84.7pp | 69.93%-54.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $6,995 | $5,273+32.6% | $4,341+61.1% | $4,660+50.1% |
| Participant deferral / active EE | $37,125 | $6,959+433.5% | $6,031+515.5% | $6,688+455.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |