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 | $333,402 | $183,963+81.2% | $162,163+105.6% | $152,861+118.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.61% | 150.76%-129.2pp | 115.59%-94.0pp | 345.32%-323.7pp |
| Employer contribution / active EE | $5,142 | $6,371-19.3% | $5,614-8.4% | $4,762+8.0% |
| Participant deferral / active EE | $11,596 | $8,034+44.3% | $7,298+58.9% | $5,850+98.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |