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 | $375,005 | $209,832+78.7% | $189,513+97.9% | $167,490+123.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.90% | 748.27%-738.4pp | 555.15%-545.3pp | 478.56%-468.7pp |
| Employer contribution / active EE | $17,425 | $6,914+152.0% | $6,162+182.8% | $4,837+260.2% |
| Participant deferral / active EE | $16,330 | $8,935+82.8% | $8,221+98.6% | $6,341+157.5% |
| Admin fee / account holder | $154 | $14,293-98.9% | $12,045-98.7% | $12,309-98.7% |