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 5-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 | $338,751 | $159,901+111.9% | $146,958+130.5% | $145,922+132.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.33% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $24,246 | $5,286+358.7% | $4,933+391.5% | $4,660+420.3% |
| Participant deferral / active EE | $19,313 | $8,428+129.1% | $8,070+139.3% | $6,688+188.8% |
| Admin fee / account holder | $50 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |