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 | $250,136 | $202,318+23.6% | $172,739+44.8% | $152,861+63.6% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 19.40% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $10,888 | $5,856+85.9% | $5,143+111.7% | $4,762+128.6% |
| Participant deferral / active EE | $9,006 | $5,948+51.4% | $5,198+73.3% | $5,850+54.0% |
| Admin fee / account holder | $148 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |