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 | $268,867 | $202,318+32.9% | $172,739+55.6% | $152,861+75.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.84% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $7,754 | $5,856+32.4% | $5,143+50.8% | $4,762+62.8% |
| Participant deferral / active EE | $6,074 | $5,948+2.1% | $5,198+16.9% | $5,850+3.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |