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 | $541,795 | $109,327+395.6% | $89,391+506.1% | $158,922+240.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 28.25% | 345.68%-317.4pp | 245.62%-217.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $25,271 | $3,170+697.3% | $2,586+877.4% | $4,761+430.8% |
| Participant deferral / active EE | $18,421 | $4,598+300.6% | $3,890+373.6% | $5,982+207.9% |
| Admin fee / account holder | $5 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |