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 8-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 | $273,962 | $159,901+71.3% | $146,958+86.4% | $145,922+87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.64% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $6,478 | $5,286+22.5% | $4,933+31.3% | $4,660+39.0% |
| Participant deferral / active EE | $21,514 | $8,428+155.3% | $8,070+166.6% | $6,688+221.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |