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 | $263,286 | $109,327+140.8% | $89,391+194.5% | $158,922+65.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 65.50% | 345.68%-280.2pp | 245.62%-180.1pp | 302.83%-237.3pp |
| Employer contribution / active EE | $3,341 | $3,170+5.4% | $2,586+29.2% | $4,761-29.8% |
| Participant deferral / active EE | $11,659 | $4,598+153.6% | $3,890+199.7% | $5,982+94.9% |
| Admin fee / account holder | $10 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |