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 | $252,420 | $202,318+24.8% | $172,739+46.1% | $152,861+65.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.99% | 1029.65%-1015.7pp | 802.84%-788.9pp | 345.32%-331.3pp |
| Employer contribution / active EE | $2,122 | $5,856-63.8% | $5,143-58.7% | $4,762-55.4% |
| Participant deferral / active EE | $13,700 | $5,948+130.3% | $5,198+163.6% | $5,850+134.2% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |