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 | $266,698 | $198,466+34.4% | $170,442+56.5% | $147,584+80.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.79% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $15,338 | $6,184+148.0% | $5,433+182.3% | $4,876+214.5% |
| Participant deferral / active EE | $7,587 | $5,629+34.8% | $4,939+53.6% | $5,439+39.5% |
| Admin fee / account holder | $141 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |