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 | $550,664 | $150,187+266.7% | $120,354+357.5% | $145,922+277.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.62% | 154.07%-145.4pp | 107.15%-98.5pp | 561.29%-552.7pp |
| Employer contribution / active EE | $29,424 | $4,348+576.8% | $3,463+749.8% | $4,660+531.5% |
| Participant deferral / active EE | $20,333 | $6,173+229.4% | $4,991+307.4% | $6,688+204.0% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |