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 | $295,987 | $69,207+327.7% | $64,056+362.1% | $139,434+112.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.16% | 45.88%-26.7pp | 33.69%-14.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $21,350 | $3,182+570.9% | $2,747+677.4% | $4,751+349.4% |
| Participant deferral / active EE | $40,625 | $4,682+767.8% | $3,880+947.0% | $6,710+505.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |