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 | $358,451 | $198,466+80.6% | $170,442+110.3% | $147,584+142.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.96% | 257.29%-240.3pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $16,165 | $6,184+161.4% | $5,433+197.5% | $4,876+231.5% |
| Participant deferral / active EE | $18,102 | $5,629+221.6% | $4,939+266.5% | $5,439+232.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |