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 | $403,835 | $74,888+439.2% | $71,209+467.1% | $142,382+183.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.24% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,838 | $2,854-0.6% | $2,721+4.3% | $4,299-34.0% |
| Participant deferral / active EE | $3,854 | $4,454-13.5% | $4,175-7.7% | $6,507-40.8% |
| Admin fee / account holder | $17 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |