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 | $543,079 | $176,056+208.5% | $159,436+240.6% | $167,490+224.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.57% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $6,690 | $5,297+26.3% | $4,829+38.5% | $4,837+38.3% |
| Participant deferral / active EE | $16,840 | $7,750+117.3% | $7,352+129.1% | $6,341+165.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |