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 | $311,957 | $217,402+43.5% | $185,823+67.9% | $167,490+86.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.88% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $8,356 | $5,873+42.3% | $5,167+61.7% | $4,837+72.7% |
| Participant deferral / active EE | $10,275 | $6,356+61.6% | $5,568+84.5% | $6,341+62.0% |
| Admin fee / account holder | $279 | $19,811-98.6% | $16,237-98.3% | $12,309-97.7% |