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 | $291,682 | $209,832+39.0% | $189,513+53.9% | $167,490+74.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.67% | 748.27%-737.6pp | 555.15%-544.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,464 | $6,914-64.4% | $6,162-60.0% | $4,837-49.1% |
| Participant deferral / active EE | $17,447 | $8,935+95.3% | $8,221+112.2% | $6,341+175.1% |
| Admin fee / account holder | $110 | $14,293-99.2% | $12,045-99.1% | $12,309-99.1% |