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 | $837,513 | $88,751+843.7% | $81,812+923.7% | $145,922+473.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 80.05% | 1025.40%-945.3pp | 773.79%-693.7pp | 561.29%-481.2pp |
| Employer contribution / active EE | $14,788 | $3,083+379.6% | $2,912+407.8% | $4,660+217.4% |
| Participant deferral / active EE | $17,588 | $4,643+278.8% | $4,319+307.3% | $6,688+163.0% |
| Admin fee / account holder | $165 | $8,415-98.0% | $7,386-97.8% | $13,397-98.8% |