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 | $421,368 | $197,591+113.3% | $177,821+137.0% | $158,922+165.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.26% | 58.76%-39.5pp | 48.32%-29.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $15,000 | $6,697+124.0% | $5,918+153.4% | $4,761+215.1% |
| Participant deferral / active EE | $12,500 | $8,405+48.7% | $7,714+62.0% | $5,982+109.0% |
| Admin fee / account holder | $118 | $15,399-99.2% | $12,427-99.1% | $11,246-99.0% |