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 | $598,874 | $159,602+275.2% | $150,045+299.1% | $142,382+320.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.91% | 70.24%-43.3pp | 62.55%-35.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $14,834 | $4,961+199.0% | $4,693+216.1% | $4,299+245.0% |
| Participant deferral / active EE | $33,000 | $8,310+297.1% | $7,997+312.7% | $6,507+407.1% |
| Admin fee / account holder | $30 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |