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 | $297,869 | $202,318+47.2% | $172,739+72.4% | $152,861+94.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.98% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.3pp |
| Employer contribution / active EE | $6,980 | $5,856+19.2% | $5,143+35.7% | $4,762+46.6% |
| Participant deferral / active EE | $2,746 | $5,948-53.8% | $5,198-47.2% | $5,850-53.1% |
| Admin fee / account holder | $45 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |