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 | $318,031 | $159,901+98.9% | $146,958+116.4% | $145,922+117.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.11% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $5,564 | $5,286+5.3% | $4,933+12.8% | $4,660+19.4% |
| Participant deferral / active EE | $4,091 | $8,428-51.5% | $8,070-49.3% | $6,688-38.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |