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 | $342,393 | $105,998+223.0% | $92,233+271.2% | $147,584+132.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.87% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,333 | $4,333-23.1% | $3,679-9.4% | $4,876-31.6% |
| Participant deferral / active EE | $12,085 | $4,478+169.9% | $3,897+210.1% | $5,439+122.2% |
| Admin fee / account holder | $187 | $6,332-97.1% | $5,194-96.4% | $10,885-98.3% |