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 | $397,717 | $150,187+164.8% | $120,354+230.5% | $145,922+172.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.66% | 154.07%-134.4pp | 107.15%-87.5pp | 561.29%-541.6pp |
| Employer contribution / active EE | $25,728 | $4,348+491.7% | $3,463+643.0% | $4,660+452.1% |
| Participant deferral / active EE | $6,770 | $6,173+9.7% | $4,991+35.6% | $6,688+1.2% |
| Admin fee / account holder | $98 | $12,207-99.2% | $9,423-99.0% | $13,397-99.3% |