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 | $628,819 | $144,119+336.3% | $117,854+433.6% | $147,584+326.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 26.93% | 531.15%-504.2pp | 335.08%-308.1pp | 578.55%-551.6pp |
| Employer contribution / active EE | $11,150 | $4,896+127.7% | $3,786+194.5% | $4,876+128.7% |
| Participant deferral / active EE | $12,000 | $5,316+125.7% | $4,482+167.8% | $5,439+120.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |