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 | $299,965 | $88,751+238.0% | $81,812+266.7% | $145,922+105.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.54% | 1025.40%-1015.9pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $11,400 | $3,083+269.7% | $2,912+291.4% | $4,660+144.7% |
| Participant deferral / active EE | $11,400 | $4,643+145.5% | $4,319+164.0% | $6,688+70.5% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |