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 | $316,573 | $159,901+98.0% | $146,958+115.4% | $145,922+116.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.94% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,772 | $5,286-28.7% | $4,933-23.5% | $4,660-19.1% |
| Participant deferral / active EE | $6,733 | $8,428-20.1% | $8,070-16.6% | $6,688+0.7% |
| Admin fee / account holder | $85 | $15,044-99.4% | $12,998-99.3% | $13,397-99.4% |