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 | $336,789 | $198,466+69.7% | $170,442+97.6% | $147,584+128.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.14% | 257.29%-234.2pp | 205.93%-182.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $11,692 | $6,184+89.1% | $5,433+115.2% | $4,876+139.8% |
| Participant deferral / active EE | $5,187 | $5,629-7.9% | $4,939+5.0% | $5,439-4.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |