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 | $257,031 | $121,625+111.3% | $104,607+145.7% | $158,922+61.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 74.31% | 465.26%-390.9pp | 340.46%-266.2pp | 302.83%-228.5pp |
| Employer contribution / active EE | $7,450 | $3,163+135.6% | $2,681+177.9% | $4,761+56.5% |
| Participant deferral / active EE | $3,900 | $4,177-6.6% | $3,740+4.3% | $5,982-34.8% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |