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 | $441,706 | $175,202+152.1% | $149,673+195.1% | $139,434+216.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.87% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $8,548 | $5,474+56.2% | $4,818+77.4% | $4,751+79.9% |
| Participant deferral / active EE | $7,156 | $6,519+9.8% | $5,680+26.0% | $6,710+6.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |