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 | $1,234,659 | $76,738+1508.9% | $56,411+2088.7% | $145,922+746.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 25.31% | 2994.23%-2968.9pp | 1701.33%-1676.0pp | 561.29%-536.0pp |
| Employer contribution / active EE | $23,000 | $1,380+1566.8% | $1,039+2114.4% | $4,660+393.6% |
| Participant deferral / active EE | $26,650 | $2,623+916.2% | $1,952+1265.4% | $6,688+298.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |