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 4-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 | $449,940 | $159,901+181.4% | $146,958+206.2% | $145,922+208.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $24,585 | $5,286+365.1% | $4,933+398.4% | $4,660+427.6% |
| Participant deferral / active EE | $15,522 | $8,428+84.2% | $8,070+92.3% | $6,688+132.1% |
| Admin fee / account holder | $145 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |