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 | $636,980 | $209,832+203.6% | $189,513+236.1% | $167,490+280.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.31% | 748.27%-729.0pp | 555.15%-535.8pp | 478.56%-459.2pp |
| Employer contribution / active EE | $5,000 | $6,914-27.7% | $6,162-18.9% | $4,837+3.4% |
| Participant deferral / active EE | $15,487 | $8,935+73.3% | $8,221+88.4% | $6,341+144.2% |
| Admin fee / account holder | $155 | $14,293-98.9% | $12,045-98.7% | $12,309-98.7% |