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 | $252,502 | $106,890+136.2% | $84,015+200.5% | $152,861+65.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.26% | 104.99%-84.7pp | 71.31%-51.0pp | 345.32%-325.1pp |
| Employer contribution / active EE | $15,541 | $2,734+468.4% | $1,983+683.6% | $4,762+226.3% |
| Participant deferral / active EE | $15,333 | $4,011+282.3% | $3,239+373.5% | $5,850+162.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |