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 | $288,879 | $109,327+164.2% | $89,391+223.2% | $158,922+81.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.31% | 345.68%-330.4pp | 245.62%-230.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $15,198 | $3,170+379.5% | $2,586+487.8% | $4,761+219.2% |
| Participant deferral / active EE | $15,625 | $4,598+239.8% | $3,890+301.7% | $5,982+161.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |