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 | $454,299 | $159,901+184.1% | $146,958+209.1% | $145,922+211.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 51.40% | 98.13%-46.7pp | 418.34%-366.9pp | 561.29%-509.9pp |
| Employer contribution / active EE | $8,597 | $5,286+62.6% | $4,933+74.3% | $4,660+84.5% |
| Participant deferral / active EE | $29,733 | $8,428+252.8% | $8,070+268.4% | $6,688+344.6% |
| Admin fee / account holder | $41 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |