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 6-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 | $269,258 | $90,348+198.0% | $75,972+254.4% | $145,922+84.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 40.17% | 620.88%-580.7pp | 359.55%-319.4pp | 561.29%-521.1pp |
| Employer contribution / active EE | $1,000 | $3,311-69.8% | $2,685-62.8% | $4,660-78.5% |
| Participant deferral / active EE | $21,735 | $5,162+321.1% | $4,255+410.8% | $6,688+225.0% |
| Admin fee / account holder | $60 | $8,467-99.3% | $6,467-99.1% | $13,397-99.6% |