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 | $613,831 | $157,256+290.3% | $141,162+334.8% | $152,861+301.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 37.03% | 64.32%-27.3pp | 71.39%-34.4pp | 345.32%-308.3pp |
| Employer contribution / active EE | $18,500 | $5,261+251.7% | $4,735+290.7% | $4,762+288.5% |
| Participant deferral / active EE | $24,420 | $7,109+243.5% | $6,709+264.0% | $5,850+317.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |