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 | $281,597 | $96,305+192.4% | $80,569+249.5% | $139,434+102.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.99% | 1350.08%-1325.1pp | 935.43%-910.4pp | 372.94%-348.0pp |
| Employer contribution / active EE | $10,892 | $3,262+233.9% | $2,723+299.9% | $4,751+129.3% |
| Participant deferral / active EE | $12,267 | $5,232+134.5% | $4,447+175.8% | $6,710+82.8% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |