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 | $485,990 | $109,817+342.5% | $98,442+393.7% | $167,490+190.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.63% | 1956.69%-1942.1pp | 1492.73%-1478.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $10,000 | $3,224+210.2% | $2,960+237.9% | $4,837+106.7% |
| Participant deferral / active EE | $6,461 | $4,673+38.3% | $4,276+51.1% | $6,341+1.9% |
| Admin fee / account holder | $45 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |