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 | $404,431 | $183,963+119.8% | $162,163+149.4% | $152,861+164.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.71% | 150.76%-131.1pp | 115.59%-95.9pp | 345.32%-325.6pp |
| Employer contribution / active EE | $9,050 | $6,371+42.0% | $5,614+61.2% | $4,762+90.0% |
| Participant deferral / active EE | $13,052 | $8,034+62.5% | $7,298+78.8% | $5,850+123.1% |
| Admin fee / account holder | $50 | $13,121-99.6% | $10,843-99.5% | $11,596-99.6% |