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 | $290,543 | $105,998+174.1% | $92,233+215.0% | $147,584+96.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.84% | 50.05%-26.2pp | 176.28%-152.4pp | 578.55%-554.7pp |
| Employer contribution / active EE | $15,717 | $4,333+262.7% | $3,679+327.2% | $4,876+222.3% |
| Participant deferral / active EE | $10,899 | $4,478+143.4% | $3,897+179.7% | $5,439+100.4% |
| Admin fee / account holder | $25 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |