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 8-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 | $325,036 | $176,056+84.6% | $159,436+103.9% | $167,490+94.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.67% | 331.75%-311.1pp | 263.57%-242.9pp | 478.56%-457.9pp |
| Employer contribution / active EE | $32,656 | $5,297+516.5% | $4,829+576.2% | $4,837+575.1% |
| Participant deferral / active EE | $19,500 | $7,750+151.6% | $7,352+165.2% | $6,341+207.5% |
| Admin fee / account holder | $29 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |