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 9-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 | $330,756 | $210,698+57.0% | $178,014+85.8% | $145,959+126.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.68% | 386.27%-377.6pp | 294.80%-286.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $3,748 | $4,567-17.9% | $3,950-5.1% | $4,661-19.6% |
| Participant deferral / active EE | $17,411 | $6,958+150.2% | $6,276+177.4% | $6,689+160.3% |
| Admin fee / account holder | $31 | $12,016-99.7% | $10,362-99.7% | $13,398-99.8% |