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 5-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 | $253,008 | $105,126+140.7% | $94,646+167.3% | $139,434+81.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.06% | 38.03%-10.0pp | 156.71%-128.6pp | 372.94%-344.9pp |
| Employer contribution / active EE | $33,472 | $4,106+715.3% | $3,672+811.5% | $4,751+604.6% |
| Participant deferral / active EE | $14,646 | $7,599+92.7% | $7,418+97.4% | $6,710+118.3% |
| Admin fee / account holder | $32 | $8,984-99.6% | $7,231-99.6% | $11,403-99.7% |