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 | $311,231 | $217,402+43.2% | $185,823+67.5% | $167,490+85.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.94% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $14,352 | $5,873+144.4% | $5,167+177.8% | $4,837+196.7% |
| Participant deferral / active EE | $9,647 | $6,356+51.8% | $5,568+73.3% | $6,341+52.1% |
| Admin fee / account holder | $159 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |