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 | $250,533 | $104,974+138.7% | $95,585+162.1% | $142,382+76.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.50% | 210.33%-188.8pp | 38.56%-17.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $10,915 | $2,779+292.8% | $2,527+332.0% | $4,299+153.9% |
| Participant deferral / active EE | $9,080 | $4,352+108.7% | $4,023+125.7% | $6,507+39.5% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |