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 | $343,509 | $105,998+224.1% | $92,233+272.4% | $147,584+132.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 16.63% | 50.05%-33.4pp | 176.28%-159.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,951 | $4,333-8.8% | $3,679+7.4% | $4,876-19.0% |
| Participant deferral / active EE | $11,576 | $4,478+158.5% | $3,897+197.1% | $5,439+112.8% |
| Admin fee / account holder | $40 | $6,332-99.4% | $5,194-99.2% | $10,885-99.6% |