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 9-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 | $313,457 | $183,519+70.8% | $155,509+101.6% | $145,922+114.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.68% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $6,599 | $5,313+24.2% | $4,672+41.2% | $4,660+41.6% |
| Participant deferral / active EE | $5,197 | $6,462-19.6% | $5,626-7.6% | $6,688-22.3% |
| Admin fee / account holder | $270 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |