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 | $627,026 | $108,912+475.7% | $100,383+524.6% | $145,959+329.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.31% | 57.96%-41.7pp | 49.26%-33.0pp | 561.95%-545.6pp |
| Employer contribution / active EE | $16,655 | $4,423+276.6% | $3,944+322.3% | $4,661+257.3% |
| Participant deferral / active EE | $15,617 | $8,451+84.8% | $8,086+93.1% | $6,689+133.5% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |