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 | $281,747 | $138,065+104.1% | $123,544+128.1% | $135,375+108.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.26% | 153.68%-150.4pp | 119.20%-115.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $7,000 | $5,151+35.9% | $4,628+51.3% | $4,779+46.5% |
| Participant deferral / active EE | $7,957 | $6,799+17.0% | $6,426+23.8% | $5,609+41.9% |
| Admin fee / account holder | $133 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |