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 6-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 | $364,853 | $165,984+119.8% | $164,813+121.4% | $145,922+150.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 228.34% | 100.03%+128.3pp | 69.93%+158.4pp | 561.29%-332.9pp |
| Employer contribution / active EE | $6,878 | $5,273+30.4% | $4,341+58.4% | $4,660+47.6% |
| Participant deferral / active EE | $14,466 | $6,959+107.9% | $6,031+139.8% | $6,688+116.3% |
| Admin fee / account holder | $220 | $16,648-98.7% | $12,690-98.3% | $13,397-98.4% |