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 | $721,324 | $138,044+422.5% | $125,339+475.5% | $134,475+436.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.13% | 750.33%-747.2pp | 572.05%-568.9pp | 417.96%-414.8pp |
| Employer contribution / active EE | $22,100 | $5,243+321.5% | $4,814+359.1% | $4,740+366.3% |
| Participant deferral / active EE | $13,750 | $7,799+76.3% | $7,446+84.7% | $6,400+114.9% |
| Admin fee / account holder | $12 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |