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 | $661,495 | $209,411+215.9% | $178,490+270.6% | $158,922+316.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.60% | 188.75%-169.1pp | 151.07%-131.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $9,934 | $5,706+74.1% | $5,011+98.3% | $4,761+108.6% |
| Participant deferral / active EE | $12,500 | $5,954+109.9% | $5,202+140.3% | $5,982+109.0% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |