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 | $512,547 | $109,817+366.7% | $98,442+420.7% | $167,490+206.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.14% | 1956.69%-1941.5pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $8,117 | $3,224+151.8% | $2,960+174.2% | $4,837+67.8% |
| Participant deferral / active EE | $26,544 | $4,673+468.0% | $4,276+520.7% | $6,341+318.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |