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 9-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 | $399,512 | $165,984+140.7% | $164,813+142.4% | $145,922+173.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.49% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $25,617 | $5,273+385.8% | $4,341+490.1% | $4,660+449.8% |
| Participant deferral / active EE | $15,520 | $6,959+123.0% | $6,031+157.3% | $6,688+132.1% |
| Admin fee / account holder | $55 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |