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 | $262,691 | $202,318+29.8% | $172,739+52.1% | $152,861+71.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.69% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.6pp |
| Employer contribution / active EE | $7,789 | $5,856+33.0% | $5,143+51.5% | $4,762+63.6% |
| Participant deferral / active EE | $9,390 | $5,948+57.9% | $5,198+80.7% | $5,850+60.5% |
| Admin fee / account holder | $33 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |