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 9-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 | $465,288 | $74,888+521.3% | $71,209+553.4% | $142,382+226.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.96% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $18,092 | $2,854+533.9% | $2,721+564.9% | $4,299+320.8% |
| Participant deferral / active EE | $15,062 | $4,454+238.1% | $4,175+260.8% | $6,507+131.5% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |