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 | $660,574 | $202,432+226.3% | $169,368+290.0% | $139,434+373.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.20% | 531.74%-518.5pp | 405.60%-392.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $27,500 | $4,692+486.1% | $4,013+585.3% | $4,751+478.9% |
| Participant deferral / active EE | $20,500 | $6,938+195.5% | $6,221+229.5% | $6,710+205.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |