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 | $179,726+85.8% | $156,263+113.7% | $142,382+134.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 314.22% | 77.86%+236.4pp | 59.47%+254.8pp | 217.08%+97.1pp |
| Employer contribution / active EE | $21,025 | $5,069+314.8% | $4,333+385.2% | $4,299+389.0% |
| Participant deferral / active EE | $9,703 | $6,956+39.5% | $6,158+57.6% | $6,507+49.1% |
| Admin fee / account holder | $296 | $17,272-98.3% | $14,255-97.9% | $12,624-97.7% |