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 | $259,312 | $105,998+144.6% | $92,233+181.1% | $147,584+75.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.12% | 50.05%-31.9pp | 176.28%-158.2pp | 578.55%-560.4pp |
| Employer contribution / active EE | $5,700 | $4,333+31.6% | $3,679+54.9% | $4,876+16.9% |
| Participant deferral / active EE | $10,954 | $4,478+144.6% | $3,897+181.1% | $5,439+101.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |