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 | $279,315 | $226,064+23.6% | $182,532+53.0% | $152,861+82.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.05% | 192.51%-168.5pp | 148.54%-124.5pp | 345.32%-321.3pp |
| Employer contribution / active EE | $4,840 | $4,978-2.8% | $4,076+18.7% | $4,762+1.6% |
| Participant deferral / active EE | $12,800 | $6,368+101.0% | $5,524+131.7% | $5,850+118.8% |
| Admin fee / account holder | $15 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |