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 | $641,228 | $168,632+280.3% | $147,614+334.4% | $125,391+411.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.69% | 77.65%-80.3pp | 61.98%-64.7pp | 282.22%-284.9pp |
| Employer contribution / active EE | $13,261 | $6,252+112.1% | $5,564+138.3% | $4,866+172.5% |
| Participant deferral / active EE | $8,400 | $5,507+52.5% | $4,895+71.6% | $5,352+57.0% |
| Admin fee / account holder | $74 | $13,580-99.5% | $11,611-99.4% | $9,540-99.2% |