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 | $569,040 | $165,335+244.2% | $149,696+280.1% | $158,922+258.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.02% | 348.15%-323.1pp | 276.60%-251.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $29,617 | $5,103+480.4% | $4,644+537.7% | $4,761+522.1% |
| Participant deferral / active EE | $14,084 | $7,181+96.1% | $6,842+105.9% | $5,982+135.4% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |