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 | $873,647 | $135,635+544.1% | $110,238+692.5% | $135,375+545.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.02% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $47,199 | $4,906+862.0% | $3,826+1133.5% | $4,779+887.7% |
| Participant deferral / active EE | $10,167 | $5,506+84.6% | $4,672+117.6% | $5,609+81.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |