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 8-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 | $396,436 | $202,318+95.9% | $172,739+129.5% | $152,861+159.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.79% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $4,912 | $5,856-16.1% | $5,143-4.5% | $4,762+3.2% |
| Participant deferral / active EE | $15,108 | $5,948+154.0% | $5,198+190.7% | $5,850+158.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |