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 | $344,104 | $183,963+87.1% | $162,163+112.2% | $152,861+125.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.61% | 150.76%-122.2pp | 115.59%-87.0pp | 345.32%-316.7pp |
| Employer contribution / active EE | $19,597 | $6,371+207.6% | $5,614+249.1% | $4,762+311.5% |
| Participant deferral / active EE | $10,404 | $8,034+29.5% | $7,298+42.6% | $5,850+77.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |