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 9-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 | $376,340 | $183,963+104.6% | $162,163+132.1% | $152,861+146.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.18% | 150.76%-134.6pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $13,408 | $6,371+110.5% | $5,614+138.9% | $4,762+181.6% |
| Participant deferral / active EE | $17,393 | $8,034+116.5% | $7,298+138.3% | $5,850+197.3% |
| Admin fee / account holder | $234 | $13,121-98.2% | $10,843-97.8% | $11,596-98.0% |