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 | $281,252 | $88,751+216.9% | $81,812+243.8% | $145,922+92.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.24% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,468 | $3,083-19.9% | $2,912-15.2% | $4,660-47.0% |
| Participant deferral / active EE | $3,683 | $4,643-20.7% | $4,319-14.7% | $6,688-44.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |