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 | $976,209 | $165,335+490.4% | $149,696+552.1% | $158,922+514.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.02% | 348.15%-329.1pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $4,964 | $5,103-2.7% | $4,644+6.9% | $4,761+4.3% |
| Participant deferral / active EE | $18,648 | $7,181+159.7% | $6,842+172.6% | $5,982+211.7% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |