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 | $624,318 | $202,318+208.6% | $172,739+261.4% | $152,861+308.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.57% | 1029.65%-1009.1pp | 802.84%-782.3pp | 345.32%-324.7pp |
| Employer contribution / active EE | $14,491 | $5,856+147.5% | $5,143+181.8% | $4,762+204.3% |
| Participant deferral / active EE | $10,989 | $5,948+84.7% | $5,198+111.4% | $5,850+87.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |