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 | $478,568 | $121,625+293.5% | $104,607+357.5% | $158,922+201.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 30.53% | 465.26%-434.7pp | 340.46%-309.9pp | 302.83%-272.3pp |
| Employer contribution / active EE | $990 | $3,163-68.7% | $2,681-63.1% | $4,761-79.2% |
| Participant deferral / active EE | $8,321 | $4,177+99.2% | $3,740+122.5% | $5,982+39.1% |
| Admin fee / account holder | $164 | $7,787-97.9% | $6,473-97.5% | $11,246-98.5% |