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 7-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 | $546,784 | $73,515+643.8% | $62,995+768.0% | $147,584+270.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.37% | 175.43%-157.1pp | 87.57%-69.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $4,137 | $3,320+24.6% | $2,759+49.9% | $4,876-15.2% |
| Participant deferral / active EE | $21,291 | $4,185+408.7% | $3,329+539.5% | $5,439+291.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |