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 | $577,454 | $100,852+472.6% | $90,404+538.7% | $158,922+263.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 26.82% | 1724.20%-1697.4pp | 1293.02%-1266.2pp | 302.83%-276.0pp |
| Employer contribution / active EE | $4,615 | $3,689+25.1% | $3,262+41.5% | $4,761-3.1% |
| Participant deferral / active EE | $11,075 | $4,348+154.7% | $3,963+179.4% | $5,982+85.1% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |