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 8-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 | $279,097 | $72,400+285.5% | $67,502+313.5% | $145,922+91.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.23% | 7182.46%-7166.2pp | 3512.12%-3495.9pp | 561.29%-545.1pp |
| Employer contribution / active EE | $14,061 | $3,069+358.1% | $2,731+414.9% | $4,660+201.8% |
| Participant deferral / active EE | $8,025 | $4,783+67.8% | $4,000+100.6% | $6,688+20.0% |
| Admin fee / account holder | $2 | $5,539-100.0% | $3,998-99.9% | $13,397-100.0% |