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 | $476,718 | $106,515+347.6% | $96,683+393.1% | $139,434+241.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 498.93% | 38.43%+460.5pp | 35.69%+463.2pp | 372.94%+126.0pp |
| Employer contribution / active EE | $1,946 | $4,103-52.6% | $3,737-47.9% | $4,751-59.0% |
| Participant deferral / active EE | $5,673 | $5,454+4.0% | $4,878+16.3% | $6,710-15.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |