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 | $345,932 | $183,963+88.0% | $162,163+113.3% | $152,861+126.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.48% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $9,411 | $6,371+47.7% | $5,614+67.6% | $4,762+97.6% |
| Participant deferral / active EE | $11,338 | $8,034+41.1% | $7,298+55.4% | $5,850+93.8% |
| Admin fee / account holder | $26 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |