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 8-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 | $468,654 | $159,901+193.1% | $146,958+218.9% | $145,922+221.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.84% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $17,500 | $5,286+231.1% | $4,933+254.8% | $4,660+275.6% |
| Participant deferral / active EE | $22,775 | $8,428+170.2% | $8,070+182.2% | $6,688+240.6% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |