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 | $511,268 | $175,202+191.8% | $149,673+241.6% | $139,434+266.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.95% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $5,074 | $5,474-7.3% | $4,818+5.3% | $4,751+6.8% |
| Participant deferral / active EE | $11,941 | $6,519+83.2% | $5,680+110.2% | $6,710+77.9% |
| Admin fee / account holder | $278 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |