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 | $584,568 | $104,974+456.9% | $95,585+511.6% | $142,382+310.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.74% | 210.33%-199.6pp | 38.56%-27.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $23,074 | $2,779+730.4% | $2,527+813.2% | $4,299+436.7% |
| Participant deferral / active EE | $20,566 | $4,352+372.6% | $4,023+411.3% | $6,507+216.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |