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 | $491,717 | $160,055+207.2% | $140,016+251.2% | $135,375+263.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.64% | 911.38%-903.7pp | 651.12%-643.5pp | 519.73%-512.1pp |
| Employer contribution / active EE | $10,000 | $6,420+55.8% | $5,606+78.4% | $4,779+109.3% |
| Participant deferral / active EE | $9,302 | $7,642+21.7% | $6,927+34.3% | $5,609+65.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |