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 | $463,259 | $88,751+422.0% | $81,812+466.3% | $145,922+217.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.23% | 1025.40%-1005.2pp | 773.79%-753.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $13,413 | $3,083+335.0% | $2,912+360.6% | $4,660+187.9% |
| Participant deferral / active EE | $28,804 | $4,643+520.4% | $4,319+567.0% | $6,688+330.7% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |