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 | $310,913 | $107,934+188.1% | $91,989+238.0% | $152,861+103.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.46% | 89.24%-63.8pp | 69.02%-43.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $24,327 | $4,210+477.9% | $3,452+604.8% | $4,762+410.8% |
| Participant deferral / active EE | $8,662 | $6,364+36.1% | $5,923+46.2% | $5,850+48.1% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |