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 9-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 | $285,276 | $109,817+159.8% | $98,442+189.8% | $167,490+70.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.08% | 1956.69%-1939.6pp | 1492.73%-1475.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $21,759 | $3,224+574.9% | $2,960+635.1% | $4,837+349.8% |
| Participant deferral / active EE | $14,650 | $4,673+213.5% | $4,276+242.6% | $6,341+131.0% |
| Admin fee / account holder | $41 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |