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 | $529,557 | $202,318+161.7% | $172,739+206.6% | $152,861+246.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.05% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $5,000 | $5,856-14.6% | $5,143-2.8% | $4,762+5.0% |
| Participant deferral / active EE | $6,189 | $5,948+4.0% | $5,198+19.1% | $5,850+5.8% |
| Admin fee / account holder | $1 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |