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 | $481,659 | $183,963+161.8% | $162,163+197.0% | $152,861+215.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.15% | 150.76%-122.6pp | 115.59%-87.4pp | 345.32%-317.2pp |
| Employer contribution / active EE | $14,777 | $6,371+132.0% | $5,614+163.2% | $4,762+210.3% |
| Participant deferral / active EE | $8,640 | $8,034+7.5% | $7,298+18.4% | $5,850+47.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |