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 | $333,668 | $114,047+192.6% | $96,139+247.1% | $167,490+99.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.58% | 189.88%-173.3pp | 191.94%-175.4pp | 478.56%-462.0pp |
| Employer contribution / active EE | $7,282 | $3,427+112.5% | $2,797+160.4% | $4,837+50.5% |
| Participant deferral / active EE | $11,733 | $5,194+125.9% | $4,349+169.8% | $6,341+85.0% |
| Admin fee / account holder | $8 | $6,897-99.9% | $5,537-99.9% | $12,309-99.9% |