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 | $279,803 | $202,318+38.3% | $172,739+62.0% | $152,861+83.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.99% | 1029.65%-1007.7pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,500 | $5,856+28.1% | $5,143+45.8% | $4,762+57.5% |
| Participant deferral / active EE | $7,165 | $5,948+20.5% | $5,198+37.9% | $5,850+22.5% |
| Admin fee / account holder | $5 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |