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 | $298,963 | $108,919+174.5% | $100,391+197.8% | $145,922+104.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.89% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $7,893 | $4,419+78.6% | $3,942+100.2% | $4,660+69.4% |
| Participant deferral / active EE | $7,882 | $8,445-6.7% | $8,082-2.5% | $6,688+17.9% |
| Admin fee / account holder | $6 | $9,689-99.9% | $7,899-99.9% | $13,397-100.0% |