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 | $398,001 | $100,041+297.8% | $149,718+165.8% | $70,131+467.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 68.85% | 27.43%+41.4pp | 1501.63%-1432.8pp | 73.14%-4.3pp |
| Employer contribution / active EE | $21,538 | $3,662+488.2% | $5,445+295.6% | $2,342+819.5% |
| Participant deferral / active EE | $15,970 | $4,983+220.5% | $6,569+143.1% | $3,332+379.3% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |