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 | $252,859 | $159,901+58.1% | $146,958+72.1% | $145,922+73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 61.40% | 98.13%-36.7pp | 418.34%-356.9pp | 561.29%-499.9pp |
| Employer contribution / active EE | $3,565 | $5,286-32.6% | $4,933-27.7% | $4,660-23.5% |
| Participant deferral / active EE | $5,988 | $8,428-29.0% | $8,070-25.8% | $6,688-10.5% |
| Admin fee / account holder | $227 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |