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 | $306,605 | $152,587+100.9% | $125,175+144.9% | $152,861+100.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.00% | 54.84%-35.8pp | 43.79%-24.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $16,167 | $4,946+226.9% | $3,865+318.2% | $4,762+239.5% |
| Participant deferral / active EE | $25,000 | $5,868+326.0% | $4,937+406.4% | $5,850+327.3% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |