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 | $570,798 | $159,934+256.9% | $147,005+288.3% | $145,959+291.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.38% | 98.24%-75.9pp | 418.76%-396.4pp | 561.95%-539.6pp |
| Employer contribution / active EE | $17,000 | $5,287+221.5% | $4,934+244.5% | $4,661+264.7% |
| Participant deferral / active EE | $14,145 | $8,427+67.8% | $8,070+75.3% | $6,689+111.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |