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 | $554,206 | $96,635+473.5% | $86,612+539.9% | $139,434+297.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.80% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,822 | $3,263-44.2% | $3,022-39.7% | $4,751-61.6% |
| Participant deferral / active EE | $26,278 | $4,836+443.4% | $4,438+492.2% | $6,710+291.6% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |