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 | $448,206 | $100,852+344.4% | $90,404+395.8% | $158,922+182.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.59% | 1724.20%-1702.6pp | 1293.02%-1271.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $11,805 | $3,689+220.0% | $3,262+261.9% | $4,761+147.9% |
| Participant deferral / active EE | $7,640 | $4,348+75.7% | $3,963+92.8% | $5,982+27.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |