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 | $663,721 | $165,984+299.9% | $164,813+302.7% | $145,922+354.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 23.75% | 100.03%-76.3pp | 69.93%-46.2pp | 561.29%-537.5pp |
| Employer contribution / active EE | $12,771 | $5,273+142.2% | $4,341+194.2% | $4,660+174.1% |
| Participant deferral / active EE | $14,279 | $6,959+105.2% | $6,031+136.7% | $6,688+113.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |