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 | $545,013 | $167,484+225.4% | $151,611+259.5% | $134,475+305.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 47.71% | 7.80%+39.9pp | 3.33%+44.4pp | 417.96%-370.3pp |
| Employer contribution / active EE | $15,139 | $6,829+121.7% | $6,166+145.5% | $4,740+219.4% |
| Participant deferral / active EE | $14,348 | $8,986+59.7% | $8,363+71.6% | $6,400+124.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |