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 | $309,314 | $202,318+52.9% | $172,739+79.1% | $152,861+102.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.71% | 1029.65%-998.9pp | 802.84%-772.1pp | 345.32%-314.6pp |
| Employer contribution / active EE | $4,407 | $5,856-24.8% | $5,143-14.3% | $4,762-7.5% |
| Participant deferral / active EE | $16,437 | $5,948+176.3% | $5,198+216.2% | $5,850+181.0% |
| Admin fee / account holder | $84 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |