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 | $570,689 | $179,726+217.5% | $156,263+265.2% | $142,382+300.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 39.83% | 77.86%-38.0pp | 59.47%-19.6pp | 217.08%-177.2pp |
| Employer contribution / active EE | $20,512 | $5,069+304.6% | $4,333+373.4% | $4,299+377.1% |
| Participant deferral / active EE | $15,500 | $6,956+122.8% | $6,158+151.7% | $6,507+138.2% |
| Admin fee / account holder | $60 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |