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 | $285,993 | $176,377+62.1% | $134,143+113.2% | $158,922+80.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.72% | 63.63%-38.9pp | 36.33%-11.6pp | 302.83%-278.1pp |
| Employer contribution / active EE | $25,403 | $5,040+404.0% | $3,704+585.9% | $4,761+433.5% |
| Participant deferral / active EE | $15,000 | $4,091+266.6% | $3,499+328.7% | $5,982+150.7% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |