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 | $378,903 | $198,466+90.9% | $170,442+122.3% | $147,584+156.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.49% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $7,898 | $6,184+27.7% | $5,433+45.4% | $4,876+62.0% |
| Participant deferral / active EE | $5,505 | $5,629-2.2% | $4,939+11.4% | $5,439+1.2% |
| Admin fee / account holder | $9 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |