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 | $463,701 | $109,817+322.3% | $98,442+371.0% | $167,490+176.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.34% | 1956.69%-1940.4pp | 1492.73%-1476.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $8,829 | $3,224+173.9% | $2,960+198.3% | $4,837+82.5% |
| Participant deferral / active EE | $10,967 | $4,673+134.7% | $4,276+156.5% | $6,341+72.9% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |