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 | $650,096 | $115,770+461.5% | $101,248+542.1% | $158,922+309.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.54% | 56.14%-47.6pp | 46.47%-37.9pp | 302.83%-294.3pp |
| Employer contribution / active EE | $16,000 | $4,175+283.3% | $3,660+337.2% | $4,761+236.1% |
| Participant deferral / active EE | $12,500 | $4,957+152.2% | $4,370+186.0% | $5,982+109.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |