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 4-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 | $668,702 | $88,751+653.5% | $81,812+717.4% | $145,922+358.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.04% | 1025.40%-1008.4pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $30,788 | $3,083+898.5% | $2,912+957.2% | $4,660+560.7% |
| Participant deferral / active EE | $23,000 | $4,643+395.4% | $4,319+432.6% | $6,688+243.9% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |