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 | $285,086 | $105,998+169.0% | $92,233+209.1% | $147,584+93.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.55% | 50.05%-36.5pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $10,021 | $4,333+131.3% | $3,679+172.4% | $4,876+105.5% |
| Participant deferral / active EE | $7,605 | $4,478+69.8% | $3,897+95.2% | $5,439+39.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |