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 | $640,759 | $226,064+183.4% | $182,532+251.0% | $152,861+319.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.11% | 192.51%-168.4pp | 148.54%-124.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,310 | $4,978-13.4% | $4,076+5.7% | $4,762-9.5% |
| Participant deferral / active EE | $16,888 | $6,368+165.2% | $5,524+205.7% | $5,850+188.7% |
| Admin fee / account holder | $17 | $10,703-99.8% | $8,592-99.8% | $11,596-99.9% |