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 | $983,936 | $99,640+887.5% | $86,436+1038.3% | $134,475+631.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.36% | 6782.58%-6799.9pp | 4394.89%-4412.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $5,641 | $4,400+28.2% | $3,769+49.7% | $4,740+19.0% |
| Participant deferral / active EE | $19,500 | $7,246+169.1% | $6,952+180.5% | $6,400+204.7% |
| Admin fee / account holder | $208 | $8,371-97.5% | $6,731-96.9% | $11,426-98.2% |