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 | $274,261 | $90,348+203.6% | $75,972+261.0% | $145,922+88.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 27.22% | 620.88%-593.7pp | 359.55%-332.3pp | 561.29%-534.1pp |
| Employer contribution / active EE | $3,000 | $3,311-9.4% | $2,685+11.7% | $4,660-35.6% |
| Participant deferral / active EE | $3,723 | $5,162-27.9% | $4,255-12.5% | $6,688-44.3% |
| Admin fee / account holder | $13 | $8,467-99.8% | $6,467-99.8% | $13,397-99.9% |