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 | $296,345 | $226,064+31.1% | $182,532+62.4% | $152,861+93.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.55% | 192.51%-174.0pp | 148.54%-130.0pp | 345.32%-326.8pp |
| Employer contribution / active EE | $13,810 | $4,978+177.4% | $4,076+238.8% | $4,762+190.0% |
| Participant deferral / active EE | $14,280 | $6,368+124.3% | $5,524+158.5% | $5,850+144.1% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |