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 | $502,464 | $183,963+173.1% | $162,163+209.9% | $152,861+228.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 18.74% | 150.76%-132.0pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $10,468 | $6,371+64.3% | $5,614+86.5% | $4,762+119.8% |
| Participant deferral / active EE | $6,840 | $8,034-14.9% | $7,298-6.3% | $5,850+16.9% |
| Admin fee / account holder | $7 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |