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 | $517,877 | $226,064+129.1% | $182,532+183.7% | $152,861+238.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.57% | 192.51%-170.9pp | 148.54%-127.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $4,319 | $4,978-13.3% | $4,076+6.0% | $4,762-9.3% |
| Participant deferral / active EE | $11,303 | $6,368+77.5% | $5,524+104.6% | $5,850+93.2% |
| Admin fee / account holder | $25 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |