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 8-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 | $288,486 | $159,901+80.4% | $146,958+96.3% | $145,922+97.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 45.13% | 98.13%-53.0pp | 418.34%-373.2pp | 561.29%-516.2pp |
| Employer contribution / active EE | $9,667 | $5,286+82.9% | $4,933+96.0% | $4,660+107.5% |
| Participant deferral / active EE | $6,667 | $8,428-20.9% | $8,070-17.4% | $6,688-0.3% |
| Admin fee / account holder | $50 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |