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 | $266,013 | $88,751+199.7% | $81,812+225.2% | $145,922+82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.30% | 1025.40%-1006.1pp | 773.79%-754.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $7,418 | $3,083+140.6% | $2,912+154.7% | $4,660+59.2% |
| Participant deferral / active EE | $9,717 | $4,643+109.3% | $4,319+125.0% | $6,688+45.3% |
| Admin fee / account holder | $24 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |