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 | $273,505 | $105,998+158.0% | $92,233+196.5% | $147,584+85.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.94% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $6,647 | $4,333+53.4% | $3,679+80.7% | $4,876+36.3% |
| Participant deferral / active EE | $9,405 | $4,478+110.0% | $3,897+141.4% | $5,439+72.9% |
| Admin fee / account holder | $45 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |