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 | $294,760 | $156,846+87.9% | $121,098+143.4% | $139,434+111.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.38% | 1474.56%-1456.2pp | 985.75%-967.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,636 | $5,536-52.4% | $4,164-36.7% | $4,751-44.5% |
| Participant deferral / active EE | $10,350 | $4,844+113.7% | $4,080+153.7% | $6,710+54.2% |
| Admin fee / account holder | $139 | $6,946-98.0% | $5,644-97.5% | $11,403-98.8% |