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 | $282,280 | $105,998+166.3% | $92,233+206.0% | $147,584+91.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.74% | 50.05%-35.3pp | 176.28%-161.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $8,431 | $4,333+94.6% | $3,679+129.1% | $4,876+72.9% |
| Participant deferral / active EE | $12,000 | $4,478+168.0% | $3,897+208.0% | $5,439+120.6% |
| Admin fee / account holder | $5 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |