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 8-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 | $823,396 | $155,788+428.5% | $124,672+560.4% | $167,490+391.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 26.64% | 17.97%+8.7pp | 5142.93%-5116.3pp | 478.56%-451.9pp |
| Employer contribution / active EE | $10,013 | $4,163+140.5% | $3,324+201.3% | $4,837+107.0% |
| Participant deferral / active EE | $6,500 | $5,673+14.6% | $4,614+40.9% | $6,341+2.5% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |