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 | $421,396 | $159,934+163.5% | $147,005+186.7% | $145,959+188.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 98.24%-84.7pp | 418.76%-405.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $7,526 | $5,287+42.3% | $4,934+52.5% | $4,661+61.5% |
| Participant deferral / active EE | $13,136 | $8,427+55.9% | $8,070+62.8% | $6,689+96.4% |
| Admin fee / account holder | $3 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |