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 7-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 | $430,758 | $88,751+385.4% | $81,812+426.5% | $145,922+195.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.55% | 1025.40%-1007.9pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,880 | $3,083-6.6% | $2,912-1.1% | $4,660-38.2% |
| Participant deferral / active EE | $7,680 | $4,643+65.4% | $4,319+77.8% | $6,688+14.8% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |