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 | $308,948 | $148,534+108.0% | $135,903+127.3% | $139,434+121.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.27% | 79.19%-55.9pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $7,738 | $5,243+47.6% | $4,856+59.3% | $4,751+62.9% |
| Participant deferral / active EE | $17,610 | $8,100+117.4% | $7,758+127.0% | $6,710+162.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |