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 | $737,180 | $168,632+337.2% | $147,614+399.4% | $125,391+487.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.49% | 77.65%-78.1pp | 61.98%-62.5pp | 282.22%-282.7pp |
| Employer contribution / active EE | $19,632 | $6,252+214.0% | $5,564+252.8% | $4,866+303.5% |
| Participant deferral / active EE | $13,829 | $5,507+151.1% | $4,895+182.5% | $5,352+158.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |