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 | $271,641 | $92,703+193.0% | $82,719+228.4% | $134,475+102.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 10.17% | 944.92%-934.7pp | 701.18%-691.0pp | 417.96%-407.8pp |
| Employer contribution / active EE | $4,499 | $3,274+37.4% | $3,009+49.5% | $4,740-5.1% |
| Participant deferral / active EE | $9,028 | $4,802+88.0% | $4,395+105.4% | $6,400+41.1% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |