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 7-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 | $282,197 | $90,397+212.2% | $76,002+271.3% | $145,959+93.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.36% | 621.97%-612.6pp | 360.07%-350.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $24,000 | $3,317+623.5% | $2,688+792.8% | $4,661+414.9% |
| Participant deferral / active EE | $14,400 | $5,163+178.9% | $4,257+238.3% | $6,689+115.3% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |