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 | $478,186 | $165,335+189.2% | $149,696+219.4% | $158,922+200.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 53.43% | 348.15%-294.7pp | 276.60%-223.2pp | 302.83%-249.4pp |
| Employer contribution / active EE | $37,500 | $5,103+634.9% | $4,644+707.4% | $4,761+687.6% |
| Participant deferral / active EE | $23,833 | $7,181+231.9% | $6,842+248.4% | $5,982+298.4% |
| Admin fee / account holder | $214 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |