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 | $400,002 | $81,625+390.0% | $58,482+584.0% | $139,434+186.9% |
| Participation rate | 73.3% | 61.3%+12.0pp | 50.9%+22.5pp | 80.3%-7.0pp |
| Annual return | 29.79% | 7404.20%-7374.4pp | 4239.32%-4209.5pp | 372.94%-343.1pp |
| Employer contribution / active EE | $6,177 | $1,398+341.8% | $1,053+486.5% | $4,751+30.0% |
| Participant deferral / active EE | $13,489 | $2,557+427.6% | $1,924+601.1% | $6,710+101.0% |
| Admin fee / account holder | $73 | $3,265-97.8% | $2,516-97.1% | $11,403-99.4% |