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 | $802,330 | $96,635+730.3% | $86,612+826.3% | $139,434+475.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.88% | 106.41%-80.5pp | 591.07%-565.2pp | 372.94%-347.1pp |
| Employer contribution / active EE | $21,953 | $3,263+572.8% | $3,022+626.3% | $4,751+362.1% |
| Participant deferral / active EE | $27,445 | $4,836+467.5% | $4,438+518.5% | $6,710+309.0% |
| Admin fee / account holder | $6 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |