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 | $570,031 | $107,934+428.1% | $91,989+519.7% | $152,861+272.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.03% | 89.24%-66.2pp | 69.02%-46.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $18,469 | $4,210+338.7% | $3,452+435.0% | $4,762+287.8% |
| Participant deferral / active EE | $12,500 | $6,364+96.4% | $5,923+111.0% | $5,850+113.7% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |