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 | $894,844 | $149,040+500.4% | $120,225+644.3% | $137,256+552.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.05% | 605.68%-590.6pp | 439.23%-424.2pp | 220.34%-205.3pp |
| Employer contribution / active EE | $13,138 | $4,350+202.0% | $3,475+278.0% | $4,156+216.1% |
| Participant deferral / active EE | $29,125 | $4,655+525.7% | $3,999+628.4% | $6,407+354.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |