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 | $264,462 | $175,202+50.9% | $149,673+76.7% | $139,434+89.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 46.65% | 166.71%-120.1pp | 134.42%-87.8pp | 372.94%-326.3pp |
| Employer contribution / active EE | $3,128 | $5,474-42.9% | $4,818-35.1% | $4,751-34.2% |
| Participant deferral / active EE | $8,786 | $6,519+34.8% | $5,680+54.7% | $6,710+30.9% |
| Admin fee / account holder | $5 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |