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 | $997,764 | $185,822+436.9% | $169,993+486.9% | $139,434+615.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.69% | 60.50%-25.8pp | 53.37%-18.7pp | 372.94%-338.3pp |
| Employer contribution / active EE | $24,683 | $7,590+225.2% | $6,785+263.8% | $4,751+419.6% |
| Participant deferral / active EE | $16,827 | $11,622+44.8% | $10,408+61.7% | $6,710+150.8% |
| Admin fee / account holder | $6 | $15,381-100.0% | $12,815-100.0% | $11,403-99.9% |