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 | $377,953 | $198,466+90.4% | $170,442+121.7% | $147,584+156.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.31% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $13,987 | $6,184+126.2% | $5,433+157.5% | $4,876+186.8% |
| Participant deferral / active EE | $5,943 | $5,629+5.6% | $4,939+20.3% | $5,439+9.3% |
| Admin fee / account holder | $243 | $16,852-98.6% | $13,880-98.2% | $10,885-97.8% |