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 | $654,202 | $209,411+212.4% | $178,490+266.5% | $158,922+311.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 41.30% | 188.75%-147.4pp | 151.07%-109.8pp | 302.83%-261.5pp |
| Employer contribution / active EE | $7,730 | $5,706+35.5% | $5,011+54.3% | $4,761+62.4% |
| Participant deferral / active EE | $13,189 | $5,954+121.5% | $5,202+153.5% | $5,982+120.5% |
| Admin fee / account holder | $67 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |