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 | $271,714 | $96,635+181.2% | $86,612+213.7% | $139,434+94.9% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 14.71% | 106.41%-91.7pp | 591.07%-576.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,615 | $3,263+41.4% | $3,022+52.7% | $4,751-2.9% |
| Participant deferral / active EE | $11,886 | $4,836+145.8% | $4,438+167.8% | $6,710+77.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |