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 | $263,284 | $160,055+64.5% | $140,016+88.0% | $135,375+94.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.75% | 911.38%-906.6pp | 651.12%-646.4pp | 519.73%-515.0pp |
| Employer contribution / active EE | $4,058 | $6,420-36.8% | $5,606-27.6% | $4,779-15.1% |
| Participant deferral / active EE | $10,075 | $7,642+31.8% | $6,927+45.4% | $5,609+79.6% |
| Admin fee / account holder | $129 | $13,328-99.0% | $10,705-98.8% | $10,827-98.8% |