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 7-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 | $310,656 | $217,402+42.9% | $185,823+67.2% | $167,490+85.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.04% | 148.36%-125.3pp | 122.05%-99.0pp | 478.56%-455.5pp |
| Employer contribution / active EE | $30,887 | $5,873+425.9% | $5,167+497.7% | $4,837+538.5% |
| Participant deferral / active EE | $16,439 | $6,356+158.6% | $5,568+195.2% | $6,341+159.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |