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 | $364,203 | $96,305+278.2% | $80,569+352.0% | $139,434+161.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.59% | 1350.08%-1328.5pp | 935.43%-913.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $6,745 | $3,262+106.8% | $2,723+147.6% | $4,751+42.0% |
| Participant deferral / active EE | $12,600 | $5,232+140.8% | $4,447+183.3% | $6,710+87.8% |
| Admin fee / account holder | $8 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |