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 | $687,130 | $102,616+569.6% | $81,983+738.1% | $158,922+332.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 19.67% | 61.04%-41.4pp | 41.31%-21.6pp | 302.83%-283.2pp |
| Employer contribution / active EE | $8,640 | $3,240+166.7% | $2,498+245.9% | $4,761+81.5% |
| Participant deferral / active EE | $12,000 | $4,648+158.2% | $3,722+222.4% | $5,982+100.6% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |