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 | $587,884 | $198,466+196.2% | $170,442+244.9% | $147,584+298.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.88% | 257.29%-244.4pp | 205.93%-193.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $35,000 | $6,184+466.0% | $5,433+544.3% | $4,876+617.8% |
| Participant deferral / active EE | $20,000 | $5,629+255.3% | $4,939+304.9% | $5,439+267.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |