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 | $333,806 | $97,757+241.5% | $83,848+298.1% | $135,375+146.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.06% | 1287.37%-1286.3pp | 850.88%-849.8pp | 519.73%-518.7pp |
| Employer contribution / active EE | $22,903 | $4,222+442.5% | $3,631+530.8% | $4,779+379.3% |
| Participant deferral / active EE | $9,496 | $4,682+102.8% | $4,082+132.6% | $5,609+69.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |