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 | $485,080 | $108,919+345.4% | $100,391+383.2% | $145,922+232.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 181.28% | 57.88%+123.4pp | 49.20%+132.1pp | 561.29%-380.0pp |
| Employer contribution / active EE | $1,711 | $4,419-61.3% | $3,942-56.6% | $4,660-63.3% |
| Participant deferral / active EE | $2,713 | $8,445-67.9% | $8,082-66.4% | $6,688-59.4% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |