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 | $328,669 | $202,432+62.4% | $169,368+94.1% | $139,434+135.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.92% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $17,902 | $4,692+281.5% | $4,013+346.1% | $4,751+276.8% |
| Participant deferral / active EE | $9,339 | $6,938+34.6% | $6,221+50.1% | $6,710+39.2% |
| Admin fee / account holder | $241 | $10,708-97.7% | $9,003-97.3% | $11,403-97.9% |