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 | $513,788 | $209,832+144.9% | $189,513+171.1% | $167,490+206.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.41% | 748.27%-731.9pp | 555.15%-538.7pp | 478.56%-462.2pp |
| Employer contribution / active EE | $4,277 | $6,914-38.1% | $6,162-30.6% | $4,837-11.6% |
| Participant deferral / active EE | $16,095 | $8,935+80.1% | $8,221+95.8% | $6,341+153.8% |
| Admin fee / account holder | $141 | $14,293-99.0% | $12,045-98.8% | $12,309-98.9% |