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 | $374,708 | $100,852+271.5% | $90,404+314.5% | $158,922+135.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 24.54% | 1724.20%-1699.7pp | 1293.02%-1268.5pp | 302.83%-278.3pp |
| Employer contribution / active EE | $2,963 | $3,689-19.7% | $3,262-9.2% | $4,761-37.8% |
| Participant deferral / active EE | $4,827 | $4,348+11.0% | $3,963+21.8% | $5,982-19.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |