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 | $407,959 | $226,064+80.5% | $182,532+123.5% | $152,861+166.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 20.22% | 192.51%-172.3pp | 148.54%-128.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $14,917 | $4,978+199.6% | $4,076+266.0% | $4,762+213.2% |
| Participant deferral / active EE | $6,967 | $6,368+9.4% | $5,524+26.1% | $5,850+19.1% |
| Admin fee / account holder | $12 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |