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 3-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 | $333,892 | $178,174+87.4% | $156,181+113.8% | $137,256+143.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 314.22% | 84.19%+230.0pp | 64.87%+249.3pp | 220.34%+93.9pp |
| Employer contribution / active EE | $21,025 | $4,972+322.9% | $4,294+389.6% | $4,156+405.9% |
| Participant deferral / active EE | $9,703 | $6,888+40.9% | $6,132+58.2% | $6,407+51.4% |
| Admin fee / account holder | $296 | $17,404-98.3% | $14,586-98.0% | $12,270-97.6% |