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 | $387,958 | $155,788+149.0% | $124,672+211.2% | $167,490+131.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.97% | 17.97%0pp | 5142.93%-5125.0pp | 478.56%-460.6pp |
| Employer contribution / active EE | $22,390 | $4,163+437.8% | $3,324+573.7% | $4,837+362.8% |
| Participant deferral / active EE | $16,611 | $5,673+192.8% | $4,614+260.0% | $6,341+162.0% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |