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 | $725,918 | $104,106+597.3% | $71,086+921.2% | $135,375+436.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 39.49% | 1256.30%-1216.8pp | 650.59%-611.1pp | 519.73%-480.2pp |
| Employer contribution / active EE | $2,640 | $1,485+77.8% | $1,088+142.7% | $4,779-44.8% |
| Participant deferral / active EE | $2,640 | $2,527+4.5% | $1,874+40.9% | $5,609-52.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |