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 | $811,700 | $109,817+639.1% | $98,442+724.5% | $167,490+384.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.48% | 1956.69%-1943.2pp | 1492.73%-1479.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $26,000 | $3,224+706.5% | $2,960+778.4% | $4,837+437.5% |
| Participant deferral / active EE | $26,000 | $4,673+456.4% | $4,276+508.0% | $6,341+310.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |