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 3-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 | $373,578 | $74,888+398.8% | $71,209+424.6% | $142,382+162.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.72% | 345.14%-324.4pp | 282.51%-261.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,018 | $2,854+40.8% | $2,721+47.7% | $4,299-6.5% |
| Participant deferral / active EE | $14,160 | $4,454+217.9% | $4,175+239.2% | $6,507+117.6% |
| Admin fee / account holder | $93 | $5,568-98.3% | $5,349-98.3% | $12,624-99.3% |