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 | $419,501 | $176,056+138.3% | $159,436+163.1% | $167,490+150.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.27% | 331.75%-306.5pp | 263.57%-238.3pp | 478.56%-453.3pp |
| Employer contribution / active EE | $4,000 | $5,297-24.5% | $4,829-17.2% | $4,837-17.3% |
| Participant deferral / active EE | $21,885 | $7,750+182.4% | $7,352+197.7% | $6,341+245.1% |
| Admin fee / account holder | $120 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |