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 | $345,771 | $158,398+118.3% | $126,539+173.3% | $142,382+142.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 147.76% | 593.76%-446.0pp | 425.95%-278.2pp | 217.08%-69.3pp |
| Employer contribution / active EE | $26,968 | $4,650+480.0% | $3,674+634.0% | $4,299+527.3% |
| Participant deferral / active EE | $15,872 | $4,767+233.0% | $4,083+288.8% | $6,507+143.9% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |