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 | $383,319 | $111,724+243.1% | $93,606+309.5% | $145,922+162.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 24.23% | 202.98%-178.8pp | 133.20%-109.0pp | 561.29%-537.1pp |
| Employer contribution / active EE | $7,925 | $3,090+156.5% | $2,420+227.5% | $4,660+70.1% |
| Participant deferral / active EE | $3,640 | $4,912-25.9% | $4,411-17.5% | $6,688-45.6% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |