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 | $318,306 | $176,056+80.8% | $159,436+99.6% | $167,490+90.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.50% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $6,823 | $5,297+28.8% | $4,829+41.3% | $4,837+41.0% |
| Participant deferral / active EE | $16,765 | $7,750+116.3% | $7,352+128.0% | $6,341+164.4% |
| Admin fee / account holder | $232 | $12,554-98.2% | $10,799-97.9% | $12,309-98.1% |