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 | $323,634 | $209,832+54.2% | $189,513+70.8% | $167,490+93.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 748.27%-732.1pp | 555.15%-539.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $16,651 | $6,914+140.8% | $6,162+170.2% | $4,837+244.2% |
| Participant deferral / active EE | $10,066 | $8,935+12.7% | $8,221+22.4% | $6,341+58.7% |
| Admin fee / account holder | $40 | $14,293-99.7% | $12,045-99.7% | $12,309-99.7% |