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 5-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 | $257,483 | $70,756+263.9% | $65,493+293.1% | $142,382+80.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.75% | 1754.89%-1741.1pp | 982.45%-968.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $24,288 | $2,881+743.2% | $2,574+843.5% | $4,299+465.0% |
| Participant deferral / active EE | $17,247 | $4,637+271.9% | $3,961+335.4% | $6,507+165.0% |
| Admin fee / account holder | $69 | $6,559-99.0% | $5,028-98.6% | $12,624-99.5% |