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 | $252,269 | $105,998+138.0% | $92,233+173.5% | $147,584+70.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.50% | 50.05%-30.6pp | 176.28%-156.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $22,823 | $4,333+426.7% | $3,679+520.3% | $4,876+368.0% |
| Participant deferral / active EE | $11,539 | $4,478+157.7% | $3,897+196.1% | $5,439+112.2% |
| Admin fee / account holder | $4 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |