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 | $291,704 | $158,398+84.2% | $126,539+130.5% | $142,382+104.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.24% | 593.76%-573.5pp | 425.95%-405.7pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,750 | $4,650+2.1% | $3,674+29.3% | $4,299+10.5% |
| Participant deferral / active EE | $19,397 | $4,767+306.9% | $4,083+375.1% | $6,507+198.1% |
| Admin fee / account holder | $126 | $6,918-98.2% | $6,065-97.9% | $12,624-99.0% |