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 3-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 | $283,634 | $180,749+56.9% | $160,784+76.4% | $137,256+106.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 39.25% | 2234.46%-2195.2pp | 1803.92%-1764.7pp | 220.34%-181.1pp |
| Employer contribution / active EE | $46,500 | $4,155+1019.1% | $3,733+1145.7% | $4,156+1018.9% |
| Participant deferral / active EE | $27,250 | $6,844+298.1% | $6,293+333.0% | $6,407+325.3% |
| Admin fee / account holder | $221 | $10,397-97.9% | $9,717-97.7% | $12,270-98.2% |