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 | $560,307 | $217,402+157.7% | $185,823+201.5% | $167,490+234.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.19% | 148.36%-125.2pp | 122.05%-98.9pp | 478.56%-455.4pp |
| Employer contribution / active EE | $26,730 | $5,873+355.1% | $5,167+417.3% | $4,837+452.6% |
| Participant deferral / active EE | $6,500 | $6,356+2.3% | $5,568+16.7% | $6,341+2.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |