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 | $584,365 | $138,044+323.3% | $125,339+366.2% | $134,475+334.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 48.01% | 750.33%-702.3pp | 572.05%-524.0pp | 417.96%-370.0pp |
| Employer contribution / active EE | $17,027 | $5,243+224.7% | $4,814+253.7% | $4,740+259.2% |
| Participant deferral / active EE | $16,620 | $7,799+113.1% | $7,446+123.2% | $6,400+159.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |