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 | $454,930 | $209,411+117.2% | $178,490+154.9% | $158,922+186.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 40.61% | 188.75%-148.1pp | 151.07%-110.5pp | 302.83%-262.2pp |
| Employer contribution / active EE | $4,195 | $5,706-26.5% | $5,011-16.3% | $4,761-11.9% |
| Participant deferral / active EE | $10,713 | $5,954+79.9% | $5,202+106.0% | $5,982+79.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |