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 6-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 | $524,251 | $90,348+480.3% | $75,972+590.1% | $145,922+259.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.08% | 620.88%-609.8pp | 359.55%-348.5pp | 561.29%-550.2pp |
| Employer contribution / active EE | $11,120 | $3,311+235.8% | $2,685+314.2% | $4,660+138.6% |
| Participant deferral / active EE | $3,000 | $5,162-41.9% | $4,255-29.5% | $6,688-55.1% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |