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 | $347,190 | $183,963+88.7% | $162,163+114.1% | $152,861+127.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.09% | 150.76%-125.7pp | 115.59%-90.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $10,454 | $6,371+64.1% | $5,614+86.2% | $4,762+119.5% |
| Participant deferral / active EE | $11,930 | $8,034+48.5% | $7,298+63.5% | $5,850+103.9% |
| Admin fee / account holder | -$27 | $13,121-100.2% | $10,843-100.2% | $11,596-100.2% |