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 | $574,812 | $159,901+259.5% | $146,958+291.1% | $145,922+293.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.92% | 98.13%-66.2pp | 418.34%-386.4pp | 561.29%-529.4pp |
| Employer contribution / active EE | $5,319 | $5,286+0.6% | $4,933+7.8% | $4,660+14.2% |
| Participant deferral / active EE | $27,705 | $8,428+228.7% | $8,070+243.3% | $6,688+314.3% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |