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 | $346,289 | $176,056+96.7% | $159,436+117.2% | $167,490+106.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.12% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,775 | $5,297-47.6% | $4,829-42.5% | $4,837-42.6% |
| Participant deferral / active EE | $9,750 | $7,750+25.8% | $7,352+32.6% | $6,341+53.8% |
| Admin fee / account holder | $60 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |