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 | $256,288 | $175,202+46.3% | $149,673+71.2% | $139,434+83.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 115.14% | 166.71%-51.6pp | 134.42%-19.3pp | 372.94%-257.8pp |
| Employer contribution / active EE | $3,916 | $5,474-28.5% | $4,818-18.7% | $4,751-17.6% |
| Participant deferral / active EE | $4,733 | $6,519-27.4% | $5,680-16.7% | $6,710-29.5% |
| Admin fee / account holder | $1 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |