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 | $398,829 | $138,044+188.9% | $125,339+218.2% | $134,475+196.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.22% | 750.33%-750.1pp | 572.05%-571.8pp | 417.96%-417.7pp |
| Employer contribution / active EE | $7,038 | $5,243+34.2% | $4,814+46.2% | $4,740+48.5% |
| Participant deferral / active EE | $26,000 | $7,799+233.4% | $7,446+249.2% | $6,400+306.3% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |