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 | $339,523 | $96,635+251.3% | $86,612+292.0% | $139,434+143.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 28.18% | 106.41%-78.2pp | 591.07%-562.9pp | 372.94%-344.8pp |
| Employer contribution / active EE | $4,209 | $3,263+29.0% | $3,022+39.3% | $4,751-11.4% |
| Participant deferral / active EE | $16,348 | $4,836+238.0% | $4,438+268.4% | $6,710+143.6% |
| Admin fee / account holder | $99 | $6,408-98.5% | $5,614-98.2% | $11,403-99.1% |