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 | $263,089 | $88,751+196.4% | $81,812+221.6% | $145,922+80.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.92% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $5,355 | $3,083+73.7% | $2,912+83.9% | $4,660+14.9% |
| Participant deferral / active EE | $25,563 | $4,643+450.5% | $4,319+491.9% | $6,688+282.2% |
| Admin fee / account holder | $45 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |