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 | $268,775 | $183,963+46.1% | $162,163+65.7% | $152,861+75.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 101.50% | 150.76%-49.3pp | 115.59%-14.1pp | 345.32%-243.8pp |
| Employer contribution / active EE | $4,549 | $6,371-28.6% | $5,614-19.0% | $4,762-4.5% |
| Participant deferral / active EE | $11,176 | $8,034+39.1% | $7,298+53.1% | $5,850+91.0% |
| Admin fee / account holder | $257 | $13,121-98.0% | $10,843-97.6% | $11,596-97.8% |