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 7-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 | $375,611 | $171,164+119.4% | $127,761+194.0% | $152,861+145.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 56.12% | 23.54%+32.6pp | 26.14%+30.0pp | 345.32%-289.2pp |
| Employer contribution / active EE | $24,673 | $5,447+352.9% | $4,574+439.4% | $4,762+418.1% |
| Participant deferral / active EE | $22,357 | $7,038+217.6% | $6,021+271.3% | $5,850+282.2% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |