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 10-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 | $269,003 | $109,982+144.6% | $97,226+176.7% | $145,922+84.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.97% | 242.90%-230.9pp | 75.13%-63.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $6,105 | $3,084+98.0% | $2,729+123.7% | $4,660+31.0% |
| Participant deferral / active EE | $15,139 | $4,676+223.8% | $4,264+255.1% | $6,688+126.4% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |